Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Max? Claim Your ProfileMax Zubiate is a financial advisor with Cetera Investment Advisers LLC. Max is a registered representative and investment advisor representative in Colorado. Max has been in the financial services industry since 1996 and holds several securities licenses, including Series 7, 63, 52 and SIE. Max has worked with a number of firms during his career, including Summit Brokerage Services, Inc. and J.P. Turner & Company, LLC. Max provides a range of financial services including financial planning, portfolio management, pension consulting and educational seminars.
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.
A percentage of the total value of assets under management is charged.
1
2
CO
10/07/2015 - Present
Cetera Investment Advisers LLC (Colorado Springs CO)
CO
09/11/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (Colorado Springs CO)
CO
10/24/2006 - 09/29/2015
J.P. TURNER & COMPANY, L.L.C. (COLORADO SPRINGS CO)
CO
07/31/1996 - 10/26/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (COLORADO SPRINGS CO)
IA
Issued 12/6/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/26/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/1996
Series 7 - General Securities Representative Examination
BC
Issued 7/23/1996
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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