Max Vezzani (CRD# 7443867) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Fort Collins, CO and has 1 year of experience in the finance industry.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors Financial Network, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab Bank, Ssb | Fort Collins, CO | Oct 2022 - Current | 1 |
| Charles Schwab & Company,inc. | Fort Collins, CO | Sep 2021 - Current | 2 |
| Lululemon | Castle Rock, CO | Jun 2021 - Feb 2022 | < 1 |
| Unemployed | Castle Rock, CO | Apr 2021 - Jun 2021 | < 1 |
| Student | Phoenix, AZ | Mar 2020 - Apr 2021 | 1 |
| Towne Park - Halcyon Hotel | Denver, CO | Jun 2017 - Mar 2020 | 2 |
| Student | Castle Rock, CO | Jun 2011 - Jun 2017 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2022 |
- CO
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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