Max Margulis Email & Phone Number
Director of Financial Planning @ Fortis Lux Financial
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Max Margulis Location
- New York, NY, US
Max Margulis Work
- 2024 -now Director of Financial Planning @
- 2018 -now Case Design Unit Director @
- 2017 -now Investment Adviser Representative @
- 2016 -2016 Financial Advisor @
Max Margulis Education
- University of Pittsburgh
Major in Finance (Finance, General)
2010-2014 - Ridge High School 2006-2010
Max Margulis Skills
- Financial Planning
- Swim Lessons
- Bancassurance
- Life Insurance
- Retirement Planning
- Estate Planning
- Variable Annuities
Max Margulis Summary
- Max Margulis, based in New York, NY, US, is currently a Director of Financial Planning at Fortis Lux Financial. Max Margulis brings experience from previous roles at Fortis Lux Financial and Ameriprise Financial Services, Inc.. Max Margulis holds a 2010 - 2014 Major in Finance in Finance, General @ University of Pittsburgh. With a robust skill set that includes Financial Planning, Swim Lessons, Bancassurance, Life Insurance, Retirement Planning and more. Max Margulis has 1 emails and 1 mobile phone numbers on RocketReach.
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