Years of Experience
5-20+ Years
Woodbridge, CT
13 Years Experience
0 Disclosures
ADVISOR BIO
Mauriel Vega is a financial advisor with over 10 years of experience in the financial services industry. Mauriel is currently registered with Cambridge Investment Research Advisors, Inc. in Connecticut. Mauriel has also been registered with LPL Financial LLC and TIAA-CREF Individual & Institutional Services, LLC in the past. Mauriel offers a wide range of financial services, including financial planning, portfolio management, and insurance.
SPECIALIZATIONS
NORTH BRANFORD, CT
29 Years Experience
0 Disclosures
ADVISOR BIO
Mavis Almeada Flowers is a financial professional with over 25 years of experience in the financial services industry. Mavis is a registered representative with PFS Investments Inc. in North Branford, CT. Mavis holds a Series 6 and Series 63 licenses, as well as the SIE exam. Mavis is also registered in the state of New York. Mavis specializes in providing investment advice and portfolio management services to individuals.
SPECIALIZATIONS
AVON, CT
6 Years Experience
0 Disclosures
ADVISOR BIO
Max Solomon Leopold is an investment advisor representative associated with LPL Financial LLC. Max is registered with FINRA and is a registered investment advisor in multiple states, including Connecticut and Texas. Max has been in the industry since February 20, 2019 and provides investment advice to individuals, corporations, businesses, and charitable organizations. The advisor’s firm has over $50 billion in assets under management and manages over 1.9 million accounts. Max offers a variety of financial planning, investment management, and other advisory services.
SPECIALIZATIONS
WESTPORT, CT
14 Years Experience
0 Disclosures
ADVISOR BIO
Max J Needham is a financial advisor with over 8 years of experience in the industry. Max is currently registered with Raymond James & Associates, Inc. and has been with the firm since April 2016. Prior to that, Max worked at UBS Financial Services Inc. and Hornor, Townsend & Kent, Inc. Max is licensed to provide financial advice in Connecticut and Texas and holds Series 7, Series 66, and SIE licenses. Max specializes in providing financial advice to a variety of clients, including individuals, corporations, and insurance companies.
SPECIALIZATIONS
DARIEN, CT
22 Years Experience
0 Disclosures
ADVISOR BIO
Max J. Landgraf is a financial advisor who has been working in the industry since July 1, 2002. Max is currently registered with Cantor Fitzgerald & Co. in Darien, CT. Max is also registered in Connecticut, Florida, and New York. Max has passed the Series 7, Series 55, Series 57TO, Series 63, and SIE exams. Max previously worked at Morgan Stanley & Co., Incorporated in New York, NY.
SPECIALIZATIONS
No specializations listed.
WINDSOR, CT
3 Years Experience
0 Disclosures
ADVISOR BIO
Max Bertman is a financial advisor with Voya Financial Advisors, Inc. Max has been in the financial industry for over 2 years and has a Series 66 license and also holds Series 7TO and SIE licenses. Max has a strong background in the financial industry, having worked for Weber and Company in Coral Gables, Florida. Max is currently registered in the state of Florida, Massachusetts, New York, and Rhode Island.
SPECIALIZATIONS
CANTON, CT
1 Disclosures
ADVISOR BIO
Max Isaacman is a financial advisor with Fiscal Wisdom Wealth Management LLC. Max is licensed in California, Georgia, and Oklahoma and has been a registered investment advisor since 1995. Max has more than 30 years of experience in the financial industry. Max is committed to providing clients with personalized financial advice and guidance.
SPECIALIZATIONS
Westport, CT
0 Disclosures
ADVISOR BIO
Max Mitchell Brouard is an investment advisor representative for Fisher Investments. Max has been in the industry for over 10 years and has experience at J.P. Morgan Securities LLC, Chase Investment Services Corp., and John Thomas Financial. Max holds Series 63 and 66 licenses and is registered with the state of Connecticut. Max is a licensed investment advisor representative in the state of Texas. The firm has offices in Westport, Connecticut and Plano, Texas.
SPECIALIZATIONS
WEST HARTFORD, CT
0 Disclosures
ADVISOR BIO
Max Asnes is a Certified Financial Planner™ who provides financial advice to individuals and businesses. Max is registered with the state of Connecticut as an Investment Advisor Representative (IAR). Max is currently employed by Fierston Financial Group Inc. where Max specializes in retirement planning, college savings plans, and insurance needs. Max previously worked at Commonwealth Financial Network. Max has a Series 7TO and SIE license. Max also has experience in various industries, including education, retail, and food service. Max is committed to providing personalized financial advice to help clients achieve their financial goals.
SPECIALIZATIONS
E Westport, CT
11 Years Experience
2 Disclosures
ADVISOR BIO
Maxim Tulupnikoff is a registered investment advisor representative with Spirit Of America Management Corp. based in East Westport, Connecticut. Maxim is registered with the state of Connecticut and has over 10 years of experience in the securities industry. Maxim has passed the Uniform Investment Adviser Law Examination (Series 65) and the Uniform Securities Agent State Law Examination (Series 63). Maxim is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7 and Series 66 licenses. Maxim specializes in portfolio management for individuals and investment companies.
SPECIALIZATIONS
