Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax William Feller is a Registered Representative and Investment Advisor Representative. Max has been in the financial services industry since November 24, 2020. Max is currently registered with Commonwealth Financial Network and Investment Partners Ltd. in Ohio. Previously, Max worked at The Huntington Investment Company and W&S Brokerage Services, Inc.. Max holds the Series 7, Series 63, Series 65 and SIE licenses. Max specializes in retirement planning, investment management, insurance and financial planning. Max is also registered in several other states including Florida, Georgia, Illinois, Missouri, New Jersey, North Carolina, Ohio, Pennsylvania and South Carolina.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
12/02/2022 - Present
Commonwealth Financial Network (NEW PHILADELPHIA OH)
OH
09/16/2021 - 06/07/2022
THE HUNTINGTON INVESTMENT COMPANY (DOVER OH)
OH
11/02/2020 - 09/14/2021
W&S BROKERAGE SERVICES, INC. (NORTON OH)
IA
Issued 11/21/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/12/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 07/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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