Max Deifik is a registered investment advisor, based in Naples, FL, with 18 years of industry experience.
Location
8889 Pelican Bay Blvd., Suite 500, Naples, FL, 34108-7512
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Max's spouse owns and operates Reveles Travel, LLC, a travel agent business, and Max is listed as an officer. He has no day-to-day involvement and devotes minimal time to the business, acting as a secondary authorized signer.
Employment History
Current Registrations
Private Capital Management
Carnes Capital CorporationBroker
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.