As an Investment Advisor Representative, Max acts as a resource, guiding his clients in making financial decisions for their future. Working collaboratively, he guides them in determining and clarifying their financial goals, establishes their financial position, and identifies areas of opportunity. He helps them protect what is important to them with insurance strategies, save and invest for their future, and offers advice to help them make financial decisions with confidence.

“Whether you’re just starting out, growing your family, getting ready for retirement, or looking for a way to protect all that you’ve worked for, I can help you find the right solutions to make the most of today, tomorrow, and the years to come.”

Qualifications

• Licensed to sell Life, Accident, and Health Insurance
• Holds Series 7 and 66 Securities Registration
• Graduated from Ramapo College of New Jersey with a Bachelor’s of Science in Finance

Personal

• Currently resides in the  Wyckoff, NJ
• Serves in the United States Marine Corps Reserve since 2018
• In his free time he enjoys playing golf or going for leisurely rides on his motorcycle

Check the background of this registered representative on FINRA’s BrokerCheck  

I am licensed and registered to offer products and services in NJ. Licenses and registrations will vary. Domiciled in NJ