Fortis Lux Financial
Max Margulis is an experienced financial professional currently serving as the Director of Financial Planning, Case Design Unit Manager, and Investment Adviser Representative at Fortis Lux Financial since July 2017. Max is licensed to sell insurance in Connecticut, New Jersey, New York, and Pennsylvania, and specializes in financial planning and special needs planning. Prior experience includes a role as a Financial Advisor at Ameriprise Financial Services, Inc. from April to August 2016 and an internship at Arthrex - Mid Atlantic Surgical from June 2013 to June 2014. Max began a career in the service industry as Head Guard and Lifeguard at American Pool Management from May 2009 to September 2012. Max holds a degree in Finance from the University of Pittsburgh, obtained in 2014, and is a graduate of Ridge High School, class of 2010.
Fortis Lux Financial
Creative thinking is both an art and a science. When these two intersect we evolve old ideas into new ways of thinking and turn imagination into action. It’s through this collaborative, open architecture we aim to create a holistic financial process with a dedicated team assigned to meet your needs through the personal touch of a family-office atmosphere. In doing so, we pride ourselves on offering a personalized experience for each and every client we’re so honored to serve, with the intent to help solve problems, open doorways to opportunities, and offer ideas on how to use your resources to achieve your financial goals. We are licensed and registered to offer products and services in NJ, NY, CT. Licenses and registrations will vary by representative and some representatives may be licensed and registered in additional states. Please contact our offices for further information. Securities and investment advisory offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.SIPC.org 420 Lexington Avenue, 25th Fl Suite 2510, New York, NY 10170. (212) 578-0300.