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Catheryn Lee Makela

Mainstay Capital Management, LLC

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About Catheryn Lee Makela

Catheryn Makela is a financial advisor with Mainstay Capital Management, LLC. Catheryn has been working in the financial services industry since 2015 and has a wide range of experience in the field. Catheryn provides financial planning, portfolio management and educational seminars. Catheryn is a Certified Financial Planner™ professional and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Catheryn has worked at JP Morgan Securities LLC and LPL FINANCIAL LLC before joining Mainstay Capital Management, LLC.

Firm Information

Catheryn Makela is currently registered with Mainstay Capital Management, LLC. Mainstay Capital Management, LLC is an investment advisor based in Grand Blanc, MI. The firm offers financial planning and portfolio management services for individuals and businesses, as well as educational seminars. Mainstay Capital manages approximately $4.2 billion in assets for 3,445 clients.
Mainstay Capital Management, LLC

10775 SOUTH SAGINAW

GRAND BLANC, MI 48439

$4.17B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catheryn Makela’s Registration & Firm History

MI

01/11/2024 - Present

Mainstay Capital Management, LLC (GRAND BLANC MI)

MI

01/02/2019 - 12/22/2023

LPL FINANCIAL LLC (BRIGHTON MI)

MI

05/27/2015 - 01/08/2019

J.P. MORGAN SECURITIES LLC (DAVISON MI)

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Licenses & Designations

IA

Issued 11/18/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/08/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/11/2019

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/27/2015

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catheryn Lee Makela.
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