Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Saferstein-hansen is a financial advisor registered with Schwab Wealth Advisory, Inc. Max is based in Phoenix, AZ and has been in the industry since June 17, 2020. Max has been a registered representative in Arizona since January 2, 2024 and is also registered with the State of Texas.
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.
Swa program paid by wrap sponsor pursuant to cost plan formula.
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2
AZ
01/02/2024 - Present
Schwab Wealth Advisory, Inc. (Phoenix AZ)
NE
06/18/2020 - 07/06/2023
TD AMERITRADE, INC. (OMAHA NE)
BOTH
Issued 06/16/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/14/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/18/2020
Series 7TO - General Securities Representative Examination
BC
Issued 01/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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