Specialties
About Me
Max has lived in the Salt Lake City area of Utah most of his life.
He is a graduate of the University of Utah (David Eccles School of Business) where he received his Bachelor of Science in Finance. In his spare time Max enjoys snowboarding, movies and bowling. Max has been in the financial services industry since 2009. He provides personal service to his clients so that they can feel that their concerns and goals are known and important to him as well. Max finds joy in continuing to plan with his clients each year in order to adjust their goals as their life changes. Max can speak both English and Spanish with his clients. Max holds the Retirement Income Certified Professional designation from The American College of Financial Services. Life and Health Insurance Licensed in the 50 US States and also D.C. FINRA Series 7 and 66 (IAR) securities licensed in Utah, California, Colorado, Wyoming, Idaho, Nevada, Texas, Arizona, Florida, Georgia, Hawaii, Illinois, Indiana, Maryland, Michigan, Massachusetts, Minnesota, Mississippi, New Jersey, New York, Ohio, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia and Washington. Education University of Utah, Bachelor of Science in Finance, Graduated in 2013
♥
Interests & Hobbies
Ready to talk?
Always free for clients.
Credentials
RICP, ChSNC
Chartered Designations
What do these credentials mean?
See FINRA's official explanation →
Verify This Advisor
Disclosures
I am licensed to sell insurance in: AL, AK, AZ, AR, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY and securities in: Arizona, New Mexico, California, New York, Colorado, Ohio, Florida, Oklahoma, Georgia, Oregon, Hawaii, Pennsylvania, Idaho, South Carolina, Illinois, Indiana, Texas, Maryland, Massachusetts, Utah, Michigan, Vermont, Minnesota, Virginia, Mississippi, Washington, Nevada, Wyoming, and New Jersey. I am a registered representative of and offer securities, investment advisory services and financial planning through MML INVESTORS SERVICES, LLC, member SIPC (www.sipc.org). Branch office and Supervisory address: Suite 320, 2901 W Bluegrass Blvd, Lehi, UT 84043 MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representative. CA Insurance Lic. #0L9483O / AR License Number 17099545 / Finra CRD 6264500