Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Kramer is a financial advisor with Fidelity Personal And Workplace Advisors. Max has been a registered investment advisor for over four years and has a broad range of experience in the industry. Max holds Series 7TO, Series 63, and Series 65 licenses, demonstrating a commitment to providing comprehensive financial guidance. Max’s expertise is in portfolio management for individuals and businesses, financial planning, and selecting other advisors. Max has experience working with various client types, including high-net-worth individuals, corporations, and retirement plans. Prior to joining Fidelity Personal And Workplace Advisors, Max worked at LPL FINANCIAL LLC. Max is dedicated to helping clients achieve their financial goals and is committed to providing personalized financial advice.
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.
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.
1
2
MI
01/12/2024 - Present
Fidelity Personal AND Workplace Advisors (GRAND RAPIDS MI)
MI
10/22/2019 - 07/16/2020
LPL FINANCIAL LLC (PORTAGE MI)
MI
04/02/2019 - 10/07/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (PORTAGE MI)
BC
Issued 04/19/2019
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 08/29/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/02/2019
Series 7TO - General Securities Representative Examination
BC
Issued 02/08/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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