Max Chase Pashman
Investment adviser representative at Nectarine
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$0Firm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Seminars and workshops
Experience
10 years in the industry.
- NectarineApr 2024 to now
- Pashman Financial, LLCJun 2021 to now
- Origin FinancialJul 2022 to Apr 2024
- Park Avenue SecuritiesSep 2019 to Sep 2021
- Guardian Life Insurance Co of AmericaFeb 2019 to Sep 2019
- Northwestern Mutual Investment Services LLCNov 2017 to Feb 2019
- Robert OrnelasApr 2016 to Feb 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Nectarine
Legal name: Nectarine Financial, Inc.
$0Assets managed
3,210Clients
22Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6640294
- Firm CRD
- 327155