Max
Molina
Navy Federal Investment Services, LLC
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About this Advisor
Max Molina is a financial advisor based in Centreville, Virginia, working with Navy Federal Investment Services, LLC. Max has previously held positions at Mml Investors Services, LLC, Massmutual Life Insurance Co, Loan Simple, Cardinal Financial Company, Limited Partnership, City Lending Inc, Cityworth Mortgage LLC, Mid-Island Mortgage Corp, Firebirds Wood Fired Grill, Berkley Net Underwriters LLC, Not Your Average Joe'S, Bankers Life & Casualty, Inc, Bankers Life Securities, Inc, Bankers Life Advisory Services, Inc, Navy Federal Financial Group, LLC, and Navy Federal Investment Services, LLC. Max has passed the Series 66 regulatory exam and is registered to provide services in Virginia. Currently, Max is part of Navy Federal Investment Services, LLC, which operates out of Centreville, Virginia. The firm has 70 offices and 176 employees. Navy Federal Investment Services, LLC manages assets totaling $1.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Navy Federal Investment Services, LLC is asset-based.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Navy Federal Investment Services, LLC Brokerage Details
$1,713,608,579
176
7,472
$229,337
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Max Molina Work History
Navy Federal Financial Group, LLC
Navy Federal Investment Services, LLC
Bankers Life & Casualty, Inc
Bankers Life Securities, Inc
Bankers Life Advisory Services, Inc
Mml Investors Services, LLC
Massmutual Life Insurance Co
Loan Simple
Cardinal Financial Company, Limited Partnership
City Lending Inc
Cityworth Mortgage LLC
Mid-Island Mortgage Corp
Firebirds Wood Fired Grill
Berkley Net Underwriters LLC
Not Your Average Joe'S
Disclosures
Please visit the SEC profile of Max Molina to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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