Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Wasserstein Del giglio is an investment advisor representative with Aliya Capital Partners LLC, registered with the state of Florida. Max has been working in the financial industry since June 2017. Max earned their Series 65 license on December 7, 2020 and has been a registered investment advisor in Florida since November 18, 2021. Max specializes in financial planning, portfolio management for individuals and portfolio management for pooled investment vehicles. The firm manages assets for individuals, pooled investment vehicles and insurance companies.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/01/2025 - Present
Aliya Capital Partners LLC (MIAMI FL)
IA
Issued 12/07/2020
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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