Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Potosme is a financial advisor with over 10 years of experience in the industry. Max is currently registered with LPL Financial LLC, and has held previous registrations with MML Investors Services, LLC, MSI Financial Services, Inc. and VFINANCE INVESTMENTS, INC. Max has Series 7, Series 63, and Series 65 licenses as well as the SIE exam. Max specializes in providing financial planning, portfolio management, and consulting services for a variety of clients. Max also works with Western Wealth Management, LLC and has a DBA for LPL business. Max can provide investment advisory services through Western Wealth Management, LLC an independent investment advisor firm.
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.
Consulting and other non-discretionary advisory 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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CO
01/11/2024 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
FL
03/25/2017 - 10/26/2017
MML INVESTORS SERVICES, LLC (CORAL GABLES FL)
FL
12/14/2011 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (CORAL GABLES FL)
FL
09/16/2011 - 10/31/2011
VFINANCE INVESTMENTS, INC (MIAMI FL)
IA
Issued 01/27/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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