Maxwell Kopelman is an investment adviser representative (IAR) with state registration records since 2024, appearing at 3 firms. Currently registered with FOCUS PARTNERS WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| FOCUS PARTNERS WEALTH, LLC | 2026-05-19 | present | Yes |
| RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC | 2025-08-11 | 2026-02-19 | — |
| M HOLDINGS SECURITIES, INC. | 2024-10-29 | 2025-08-11 | — |