Unclaimed
Max Goldenberg is an investment banking professional with over 20 days of experience in the financial services industry. Max is currently registered with Cascadia Capital, LLC, and is licensed in New York. Max holds the Series 63, Series 79TO, and SIE licenses. Prior to joining Cascadia Capital, LLC, Max worked at Threadstone Capital, LLC.
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.
1
2
NY
02/02/2024 - Present
Cascadia Capital, LLC (NEW YORK NY)
NY
12/20/2023 - 01/31/2024
THREADSTONE CAPITAL, LLC (NEW YORK NY)
BC
Issued 05/03/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 09/30/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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