Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Zimmerman is a financial advisor with Janney Montgomery Scott LLC. Max has been in the financial industry since 2015 and has worked in various roles. Currently, Max is registered with FINRA and the following states: California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Illinois, Maine, Maryland, Massachusetts, Michigan, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, South Carolina, Virginia, West Virginia, and Wisconsin. Max specializes in providing financial planning and investment advisory services to individuals, corporations, and pension and profit-sharing plans. Max is committed to 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.
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.
Fee plus commission
1
2
PA
02/18/2022 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
NC
12/16/2015 - 04/27/2017
BB&T SECURITIES, LLC (CHARLOTTE NC)
BC
Issued 08/11/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/12/2022
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2015
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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