![Max Kunisch, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
Max Kunisch (CRD# 7270816) is an Investment Advisor Representative working at Mml Investors Services, LLC in Huntersville, NC and has over 3 years of experience in the finance industry.
![Don Stamas, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 2867492
Defender Capital
![Michael Abbott, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 6172815
Edward Jones
![Steven Abels, financial advisor Huntersville NC](/img/ws/profile-blank-sq.png)
CRD# 4205168
The Financial Legacy Group
Company Name | Location | Dates | Years |
---|---|---|---|
Massmutual Life Insurance Co | Huntersville, NC | Apr 2023 - Current | 1 |
Mml Investors Services, LLC | Huntersville, NC | Apr 2023 - Current | 1 |
Northwestern Mutual Wealth Management Company | Huntersville, NC | Apr 2021 - Apr 2023 | 2 |
Northwestern Mutual Life Insurance Company | Huntersville, NC | Jun 2020 - Apr 2023 | 2 |
Northwestern Mutual Investment Services LLC | Huntersville, NC | Jun 2020 - Apr 2023 | 2 |
Church Of Emmanuel | Foxboro, MA | Jun 2020 - Aug 2020 | < 1 |
Max Kunisch | Foxboro, MA | Oct 2019 - May 2020 | < 1 |
Homesite Insurance | Boston, MA | Nov 2018 - Sep 2019 | < 1 |
Lincoln Financial | Boston, MA | May 2018 - Sep 2018 | < 1 |
Liberty Mutual Insurance | Boston, MA | Jul 2013 - Apr 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Feb 2021 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- NC
- TX
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Total Assets Under Management72,828MILLIONS
-
Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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