Max Shaffer
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Max Shaffer Email & Phone Number

Financial Advisor at Equitable Advisors
Location: Fort Collins, Colorado, United States 4 work roles 1 school
1 work email found @equitable.com LinkedIn matched
4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email m****@equitable.com
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Role
Financial Advisor
Location
Fort Collins, Colorado, United States
Company size

Who is Max Shaffer? Overview

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Quick answer

Max Shaffer is listed as Financial Advisor at Equitable Advisors, a company with 3118 employees, based in Fort Collins, Colorado, United States. AeroLeads shows a work email signal at equitable.com and a matched LinkedIn profile for Max Shaffer.

Max Shaffer previously worked as Intelligence Officer - US Army Reserves at Us Army and Financial Consultant at Axa Advisors, Llc. Max Shaffer holds Bachelor Of Business Administration (Bba), Corporate Finance And Investments, Military Science from Colorado State University.

Company email context

Email format at Equitable Advisors

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{first}.{last}@equitable.com
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AeroLeads found 1 current-domain work email signal for Max Shaffer. Compare company email patterns before reaching out.

Profile bio

About Max Shaffer

As a financial professional, my aim is to provide analysis and transparent recommendations to families, businesses, and individuals surrounding their near and long term financial goals in order to help them be better protected from uncertainties and achieve those goals. I love helping people at all different stages of life to understand their assets and how to better manage them.

Listed skills include Leadership, Financial Analysis, Customer Focused, 403 B, and 8 others.

Current workplace

Max Shaffer's current company

Company context helps verify the profile and gives searchers a useful next step.

Equitable Advisors
Equitable Advisors
Financial Advisor
Website
Employees
3118
AeroLeads page
4 roles

Max Shaffer work experience

A career timeline built from the work history available for this profile.

Financial Advisor

Current

Fort Collins, CO

Financial strategies, retirement planning strategies, life, disability and long term Care Insurance strategies, investment services, pension distribution planning, small business retirement and benefit strategies.

Jun 2020 - Present

Intelligence Officer - Us Army Reserves

Denver, CO

Jul 2014 - Aug 2020

Financial Consultant

702 W. Drake Rd. Bldg. D Fort Collins, CO 80526

Financial strategies, retirement planning strategies, life, disability and long term Care Insurance strategies, investment services, pension distribution planning.

Oct 2014 - Jun 2020

Notary Signing Agent

Self Employed

Northern Colorado

Certified notary by the state of Colorado. Home loan closings and other notarial services, closings performed either at a bank or the borrower's home. Work closely with loan officers and title agents. Help borrowers through 100+ pages of documents, includes FHA/VA loans, fixed and ARMs.

May 2012 - Oct 2014
Team & coworkers

Colleagues at Equitable Advisors

Other employees you can reach at equitable.com. View company contacts for 3118 employees →

1 education record

Max Shaffer education

FAQ

Frequently asked questions about Max Shaffer

Quick answers generated from the profile data available on this page.

What company does Max Shaffer work for?

Max Shaffer works for Equitable Advisors.

What is Max Shaffer's role at Equitable Advisors?

Max Shaffer is listed as Financial Advisor at Equitable Advisors.

What is Max Shaffer's email address?

AeroLeads has found 1 work email signal at @equitable.com for Max Shaffer at Equitable Advisors.

Where is Max Shaffer based?

Max Shaffer is based in Fort Collins, Colorado, United States while working with Equitable Advisors.

What companies has Max Shaffer worked for?

Max Shaffer has worked for Equitable Advisors, Us Army, Axa Advisors, Llc, and Self Employed.

Who are Max Shaffer's colleagues at Equitable Advisors?

Max Shaffer's colleagues at Equitable Advisors include Daniel Weiner, Aaron Arditi, Lou Nuchereno, John Wicker, and Nancy Gould (Norris).

How can I contact Max Shaffer?

You can use AeroLeads to view verified contact signals for Max Shaffer at Equitable Advisors, including work email, phone, and LinkedIn data when available.

What schools did Max Shaffer attend?

Max Shaffer holds Bachelor Of Business Administration (Bba), Corporate Finance And Investments, Military Science from Colorado State University.

What skills is Max Shaffer known for?

Max Shaffer is listed with skills including Leadership, Financial Analysis, Customer Focused, 403 B, Roth Ira, Traditional Ira, 529 Plans, and Life Insurance.

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