Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax R Konzelman is a financial advisor with Arbor Research & Trading, LLC located in LAKE BARRINGTON, IL. Max has been in the industry since June 27, 2003. Max holds Series 7, 31, and 66 licenses and the SIE exam. Max is registered with FINRA and is also registered in five states. Max's previous experience includes time at Chapdelaine & Co. and Morgan Stanley DW Inc.
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.
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.
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2
IL
05/29/2007 - Present
Arbor Research & Trading, LLC (LAKE BARRINGTON IL)
IL
05/23/2005 - 05/30/2007
CHAPDELAINE & CO. (CHICAGO IL)
NY
06/27/2003 - 05/25/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 09/06/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/26/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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