Max Land (CRD# 7553426) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services, LLC | Newtown Square, PA | Aug 2023 - Current | < 1 |
Massmutual Life Insurance Co | Newtown Square, PA | Aug 2023 - Current | < 1 |
West Chester University | West Chester, PA | Aug 2019 - May 2023 | 3 |
Northwestern Mutual | West Chester, PA | May 2022 - Dec 2022 | < 1 |
Sedona Tap House | West Chester, PA | Jun 2022 - Aug 2022 | < 1 |
Top Notch Inc. | Honesdale, PA | May 2021 - Aug 2021 | < 1 |
Golf Association Of Philadelphia | Olyphant, PA | May 2020 - Aug 2020 | < 1 |
Honesdale High School | Honesdale, PA | Sep 2015 - Jun 2019 | 3 |
Woodloch Springs | Hawley, PA | Jun 2018 - Aug 2018 | < 1 |
Wayne Highlands School District | Honesdale, PA | Jun 2015 - Aug 2016 | 1 |
Wanye Highlands Middle School | Honesdale, PA | Aug 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- PA
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Total Assets Under Management72,828MILLIONS
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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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