Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Pflugrad is an Investment Advisor Representative at Baltimore-Washington Financial Advisors. Max is registered with the state of Maryland. Max has been in the financial services industry since June 2021. Max has earned the Series 65 license, which qualifies Max to provide investment advice. Max has been with Baltimore-Washington Financial Advisors since June 2021. Max has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Max specializes in financial planning, portfolio management, and retirement planning.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation and tax planning, business succession planning, employer-sponsored retirement plan services
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.
A percentage of the total value of assets under management is charged.
Flat project fees for retirement & estate planning
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MD
02/27/2023 - Present
Baltimore-Washington Financial Advisors (COLUMBIA MD)
IA
Issued 02/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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