Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Schankerman is a financial advisor with Morningstar Investment Services LLC in Chicago. Max is registered with FINRA and is Series 7, Series 63, and Series 66 licensed. Max has over 4 years of experience in the financial services industry.
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.
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.
Aua
1
2
IL
01/19/2024 - Present
Morningstar Investment Services LLC (CHICAGO IL)
TN
03/17/2021 - 11/14/2023
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
KY
01/15/2021 - 02/23/2021
THE LEADERS GROUP, INC. (Louisville KY)
TN
11/06/2018 - 01/13/2021
JACKSON NATIONAL LIFE DISTRIBUTORS LLC (FRANKLIN TN)
BC
Issued 01/24/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/29/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/06/2018
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/01/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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