ADVISOR BIO

Mauricio Quintero is a financial advisor registered with Morgan Stanley. Mauricio is a registered representative in Florida and a registered investment advisor representative in Texas. Mauricio has been in the industry since November 2012. Mauricio has passed the Series 66, Series 7TO, and SIE exams. Mauricio provides financial planning and asset allocation advice.

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Mauricio Ramirez is an active investment advisor representative with J.P. Morgan Securities LLC in Jacksonville, FL. Mauricio has been working in the financial services industry since May 2023. Mauricio is registered with the state of Florida and Texas. Mauricio holds Series 7TO and Series 66 licenses and specializes in providing financial planning and portfolio management services to individual and business clients.

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Maurizio Polcino is a financial advisor with Citigroup Global Markets Inc. Maurizio has been working in the financial industry for 10 years. Maurizio is registered to provide investment advice in 12 states, including Florida, California and New York. Maurizio is also a Chartered Financial Analyst.

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Mauro Jose Quintero is a registered representative with Equitable Advisors, LLC. Mauro has been in the financial industry since February 2016 and is licensed in Florida. Mauro specializes in a variety of financial products and services, including retirement planning, investment management, and insurance. Mauro holds a Series 7 and Series 66 license.

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Max Elijah Lewis is a registered representative with Wells Fargo Clearing Services, LLC. Max has been in the industry since February 22, 2018, and is registered in Florida and Texas. Max holds the Series 66, Series 7 and SIE licenses and has a record of approved state registrations in a number of states across the US. Max is based in Boca Raton, FL, and is associated with the Wells Fargo Clearing Services, LLC branch office located at 1675 N MILITARY TRAIL STE 500, BOCA RATON, FL.

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Max Alexander Adams is a financial advisor who has been in the industry since 1994. He is currently registered as a broker-dealer and investment advisor with MML Investors Services, LLC. Max Alexander Adams is also a licensed attorney. Max Alexander Adams has a range of experience in the financial services industry, having worked with a number of firms, including Park Avenue Securities LLC, MetLife Securities Inc., and John Hancock Distributors, Inc. Max Alexander Adams holds the Series 6, Series 63, and Series 65 licenses and the SIE exam. Max Alexander Adams specializes in providing financial planning and investment advice to individuals, businesses, and trusts. Max Alexander Adams also offers asset allocation programs and portfolio management services.

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ADVISOR BIO

Max Veryl Elson is a financial advisor at Morgan Stanley. Max has been in the industry for over 20 years. Max holds Series 3, 7, 9, 10, 31, and 66 licenses and has been registered with the Securities and Exchange Commission (SEC) since 2001. Max has experience with several investment firms, including Robert W. Baird & Co. Incorporated, Morgan Stanley DW Inc., and Morgan Stanley & Co. Incorporated. Max is registered in several states including Alabama, California, Delaware, Florida, Georgia, Indiana, Kansas, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, South Dakota, Tennessee, Texas, Virginia, Washington, Wisconsin, and Wyoming. Max specializes in working with high-net-worth individuals, insurance companies, investment companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, corporations or other businesses, and individuals other than high-net-worth.

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Max Mordechai Becker is a financial advisor with over 17 years of experience in the financial services industry. Max Becker is currently registered with Morgan Stanley. Max Becker has previously been employed with a number of other firms including WELLS FARGO CLEARING SERVICES, LLC, EDWARD JONES, BIANCO FINANCIAL INC., DOMINICK & DOMINICK LLC, VECTORGLOBAL WMG and ATLAS ONE FINANCIAL GROUP, LLC. Max Becker holds Series 7 and Series 66 licenses. Max Becker is registered in 18 states, including Florida, Texas, California, Colorado, Connecticut, Delaware, Georgia, Massachusetts, New Jersey, New York, Ohio, Pennsylvania, Virginia, Washington, Wyoming, and the Virgin Islands. Max Becker has a strong track record of helping clients achieve their financial goals.

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Max Francis is a financial advisor registered with Ameriprise Financial Services, LLC and has been active in the industry since 2023. Max holds the Series 66, Series 7TO and SIE licenses. Max specializes in offering financial advice to individuals, high-net-worth individuals, trusts and estates, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses, state or municipal government entities, and other investment advisors.

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ADVISOR BIO

Max Garrison is a financial professional with over 18 years of experience in the financial services industry. Max currently is registered as an investment advisor representative with Cetera Investment Advisers LLC, where Max is a part of the Collaborative Wealth Management team. Before joining Cetera Investment Advisers LLC, Max was with LPL Financial LLC. Max is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 63 and Series 66 licenses. Max also passed the Securities Industry Essentials (SIE) exam.

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