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MM

Maxim N. Makhnyk

MEAD, WA
Some features on this profile are disabled
CRD#: 7151808
MM
Maxim Nikolayevich Makhnyk

Professional summary

Maxim Nikolayevich Makhnyk was a registered financial advisor .

Maxim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Maxim had worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 10/10/2024 - Horizon Retirement & Investments- Investment products and services are offered through LPL Financial LLC using the DBA/trade name Horizon Retirement & Investments - Investment Related - At Reported Business Location(s) - Start Date 05/22/2022 - 0 Hours Per Month/ During Trading

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 13, 2026 - Present

MEAD, WA
Past

May 18, 2022 - September 3, 2026

LPL FINANCIAL LLC

RIA
CRD#: 6413
SPOKANE VALLEY, WA
Past

May 18, 2022 - September 3, 2026

LPL FINANCIAL LLC

BD
CRD#: 6413
SPOKANE VALLEY, WA
Past

May 20, 2021 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

RIA
CRD#: 13941
Spokane Valley, WA
Past

May 20, 2021 - May 18, 2022

CUNA BROKERAGE SERVICES, INC.

BD
CRD#: 13941
Spokane Valley, WA
Past

October 1, 2019 - February 3, 2021

EDWARD JONES

RIA
CRD#: 250
SPOKANE, WA
Past

September 6, 2019 - February 3, 2021

EDWARD JONES

BD
CRD#: 250
SPOKANE, WA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Idaho
(8/21/2026)
IAR
Washington
(8/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/28/2019
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 9/6/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/13/2019
Securities Industry Essentials Examination

Current firm

No current employment

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

No current employment

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