Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Maximilian? Claim Your ProfileMaximilian Yazdzik is a financial professional with over 5 years of experience in the financial services industry. Maximilian is currently a Registered Principal at LPL Financial LLC, and previously worked at PHX FINANCIAL, INC. and NATIONAL SECURITIES CORPORATION. Maximilian holds licenses for Series 4, 7, 24, 52, 53, and 63 and specializes in municipal securities, options, and general securities. Maximilian is dedicated to providing personalized financial advice and guidance to help 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.
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.
1
2
NJ
09/09/2024 - Present
LPL Financial LLC (LAMBERTVILLE NJ)
NY
01/23/2019 - 03/13/2023
PHX FINANCIAL, INC. (NEW YORK NY)
NY
08/03/2018 - 01/23/2019
NATIONAL SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 08/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2022
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/11/2022
Series 4 - Registered Options Principal Examination
BC
Issued 03/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 11/04/2022
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Maximilian Yazdzik is the right advisor for you? Invested Better is here to help.
