Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Garrison is a financial professional with over 18 years of experience in the financial services industry. Max currently is registered as an investment advisor representative with Cetera Investment Advisers LLC, where Max is a part of the Collaborative Wealth Management team. Before joining Cetera Investment Advisers LLC, Max was with LPL Financial LLC. Max is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and Series 66 licenses. Max also passed the Securities Industry Essentials (SIE) exam.
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
FL
06/20/2023 - Present
Cetera Investment Advisers LLC (MOUNT DORA FL)
FL
07/10/2009 - 12/24/2019
LPL FINANCIAL LLC (MOUNT DORA FL)
FL
11/29/2005 - 07/14/2009
EDWARD JONES (MT DORA FL)
BOTH
Issued 03/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/02/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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