Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Neil Highstein is a financial advisor with over 20 years of experience in the industry. Max is currently registered with Grove Point Advisors, LLC. Max has experience working with clients of various types, including individuals, high-net-worth individuals, businesses, trusts, and charitable organizations. Max offers financial planning, portfolio management, and pension consulting services. Max is also a Certified Public Accountant (CPA).
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MD
04/01/2021 - Present
Grove Point Advisors, LLC (Lutherville MD)
NJ
12/15/2004 - 08/04/2005
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
MA
08/19/2003 - 12/17/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
AZ
10/01/2002 - 08/21/2003
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
04/03/2000 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
TX
10/28/1997 - 12/31/1998
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 06/26/2002
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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