Unclaimed
Brent William Makarczyk is a financial advisor with Ameriprise Financial Services, LLC, registered in Pennsylvania and Texas. Brent Makarczyk has been in the financial services industry since 2001. Brent Makarczyk has prior experience with IDS Life Insurance Company and PRUCO Securities Corporation. Brent Makarczyk is also a registered investment advisor. Brent Makarczyk's specializations include asset allocation, financial planning, pension consulting, and portfolio management. Brent Makarczyk is licensed to provide investment advice to individuals, corporations, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
06/04/2020 - Present
Ameriprise Financial Services, LLC (Kingston PA)
MN
02/11/2002 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/18/2001 - 11/23/2001
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 05/07/2001
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/17/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/17/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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