Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Theisen Larsen is a financial advisor with over 30 years of experience in the financial services industry. Max has a wide range of experience in various areas including securities, commodities and insurance. Max is currently registered with Future Finances Inc., where Max provides a variety of services including financial planning and portfolio management for individuals and businesses. Max is also a Certified Financial Planner. Max has a proven track record of success in helping clients achieve their financial goals.
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.
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
OH
01/17/2003 - Present
Future Finances Inc. (COLUMBUS OH)
OH
01/20/2012 - 08/23/2024
TRIAD ADVISORS LLC (COLUMBUS OH)
OH
03/26/1992 - 01/25/2012
FSC SECURITIES CORPORATION (WORTHINGTON OH)
OH
11/08/1990 - 03/09/1992
WRP INVESTMENTS, INC. (YOUNGSTOWN OH)
NA
03/31/1988 - 09/21/1990
COLUMBUS EQUITIES INTERNATIONAL, INC.
NA
12/09/1986 - 09/21/1990
COLUMBUS EQUITIES INTERNATIONAL, INC.
NA
07/30/1987 - 01/18/1988
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
NA
09/13/1985 - 08/24/1987
FIRST SECURITIES CORPORATION OF COLUMBUS
BC
Issued 08/31/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/03/2003
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/1987
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2011
Series 3 - National Commodity Futures Examination
BC
Issued 08/16/1986
Series 7 - General Securities Representative Examination
BC
Issued 09/06/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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