Your Team:
Maxwell Walck

Maxwell Walck

Middle Office Associate

Maxwell Walck

TITLE: Middle Office Associate

AREAS OF FOCUS: Technology, Internal Reporting, Strategy

EXPERIENCE: 5 Years

Max Walck is a Lehigh Valley Native who joined Great Scott Financial Services in
October of 2022.


He holds a Bachelor of Science in Finance and a Real Estate Analysis & Development
certificate from the Smeal College of Business at the Pennsylvania State University. His
previous work experience comes from Lehigh County Authority, where he gained experience
as an information technology and accounting intern from 2018 until 2022.


As a middle office associate, Max works with the client service team and investment
team to address client concerns and assist in gathering relevant financial data and
creating reports.


He is currently being sponsored by Great Scott Financial to sit for the Securities Industry
Essentials (SIE) exam and the Series 7 exam.

Check out the background of this investment professional on FINRA’s BrokerCheck.

VIEW OTHER TEAM MEMBERS

Schedule an Appointment

Or Call Us Any Time: 610-625-2777

SCHEDULE AN APPOINTMENT

Check the background of this investment professional on FINRA’s BrokerCheck

Form CRS: Client Relationship Summary

This communication is strictly intended for individuals residing in the states of AZ, CA, CO, CT, DE, DC, FL, GA, ID, KS, KY, ME, MD, MA, MN, MO, NV, NH, NJ, NY, NC, OH, OR, PA, RI, SC, TN, TX, WI, VA, WA, . No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Great Scott Financial Services, 3101 Emrick Blvd., Suite 310, Bethlehem, PA 18020. Privacy_Policy

Copyright © 2020 Great Scott Financial Services. All Rights Reserved.

Schedule an Appointment