Max Kortegast, CFP®

Sr. Associate at Wealthspire Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
United States, US
Languages
  • English Full professional proficiency

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Bio

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Credentials

  • Certified Financial Planner (CFP)
    CFP Board
    Apr, 2023
    - Nov, 2024
  • Personal Investment Advisor
    Merrill Lynch Internal
    Oct, 2020
    - Nov, 2024

Experience

  • Wealthspire Advisors
    • United States
    • Financial Services
    • 200 - 300 Employee
    • Sr. Associate
      • Jun 2022 - Present

  • Merrill Lynch
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisor
      • Mar 2015 - Apr 2023

Education

  • James Madison University
    Bachelor's Degree
    2010 - 2014
  • Boston University

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