Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maxim? Claim Your ProfileMaxim Makhnyk is a financial advisor registered with LPL Financial LLC. Maxim has been in the financial services industry for over 3 years. Maxim holds licenses to offer securities in Idaho, Montana, and Washington. Prior to joining LPL Financial LLC, Maxim was employed by CUNA BROKERAGE SERVICES, INC. and Edward Jones. Maxim can provide financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
WA
05/18/2022 - Present
LPL Financial LLC (SPOKANE VALLEY WA)
WA
05/20/2021 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Spokane Valley WA)
WA
09/06/2019 - 02/03/2021
EDWARD JONES (SPOKANE WA)
BOTH
Issued 09/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2019
Series 7TO - General Securities Representative Examination
BC
Issued 08/13/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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