Maxwell Blitz joined Equitable Advisors, LLC in 2020 after graduating from the SUNY Fredonia school of business with a bachelor’s degree in Finance. During his time there, he played four years of NCAA college hockey for the Blue Devils at the division 3 level and interned at our firm.
With Max, you will receive unique strategies that are tailored to your specific needs. His mission is to serve as the client's primary source of financial advice by utilizing the nearly unlimited resources he has at his disposal through his financial partners. Max's focus is on building long-term relationships by providing a high level of customer service. Through his team's approach to personalized advice, first-class solutions, and wealth management expertise, clients can rely on his team to help them achieve their financial goals.
Maxwell is licensed in the financial industry with Series 7 and Series 63.
Emerging Leaders Award
California Insurance License #: 4088225
Securities offered through Equitable Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through Equitable Network, LLC and its insurance agency subsidiaries. Equitable Network, LLC does business in California as Equitable Network Insurance Agency of California, LLC and, in Utah, Equitable Network Insurance Agency of Utah, LLC. Equitable Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.