Max Myers Email & Phone Number
Vice President - Investments
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Max Myers Location
- New York, NY, US
Max Myers Work
- Vice President - Investments @ The Jeffers McGuinness Myers Group of Wells Fargo Advisors (August 2024 - Present)
- Wealth Management Advisor, Assistant Vice President @ (August 2015 - August 2024)
- Client Service Analyst @ (January 2013 - August 2015)
- Registered Representative @ (February 2012 - December 2012)
- Client Service Analyst @ (January 2011 - December 2011)
- Intern and Analyst @ (July 2010 - August 2010)
- Intern and Analyst @ Morgan Stanley Smith Barney (May 2010 - June 2010)
- Team Manager @ (August 2008 - March 2009)
Max Myers Education
- University of Miami
Bachelor's Degree (Finance and Management)
2007-2011
Max Myers Skills
- Research
- Nursing
- Series 66
- Banking
- Asset Management
- Fixed Income
- High Net Worth Individuals
- Personal Finance
- Microsoft Word
- Wealth Management
- Investment Advisory
- Equities
- Financial Analysis
- Financial Services
- Investments
- Series 7
- Customer Service
- Microsoft Excel
- Microsoft Office
- Finance
- Portfolio Management
Max Myers Summary
- Max Myers, based in New York, NY, US, is currently a Vice President - Investments at The Jeffers McGuinness Myers Group of Wells Fargo Advisors. Max Myers brings experience from previous roles at Merrill Lynch Wealth Management, Barclays Capital Inc., ITA Financial Services, LLC and Barclays Wealth. Max Myers holds a 2007 - 2011 Bachelor's Degree in Finance and Management @ University of Miami. With a robust skill set that includes Research, Nursing, Series 66, Banking, Asset Management and more.
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