Max Myers Email & Phone Number
Vice President - Investments
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Max Myers Location
- New York, NY, US
Max Myers Work
- 2024 -now Vice President - Investments @ The Jeffers McGuinness Myers Group of Wells Fargo Advisors
- 2015 -2024 Wealth Management Advisor, Assistant Vice President @
- 2013 -2015 Client Service Analyst @
- 2012 -2012 Registered Representative @
- 2011 -2011 Client Service Analyst @
- 2010 -2010 Intern and Analyst @
- 2010 -2010 Intern and Analyst @ Morgan Stanley Smith Barney
- 2008 -2009 Team Manager @
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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