Unclaimed
Chester Makuch is a financial advisor with over 25 years of experience in the financial services industry. Chester has a proven track record of helping individuals and families reach their financial goals. Chester is a Certified Financial Planner™ professional and holds Series 7, 63, and 65 licenses. Chester is currently registered with Ameriprise Financial Services, LLC in New Jersey, Pennsylvania, and Texas.
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
NJ
02/06/2013 - Present
Ameriprise Financial Services, LLC (FLORHAM PARK NJ)
NJ
06/29/2009 - 09/08/2011
SECURITIES AMERICA, INC. (PARSIPPANY NJ)
NJ
10/20/2004 - 04/21/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PARSIPPANY NJ)
NY
08/07/2000 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/20/1999 - 08/07/2000
FLEET ENTERPRISES, INC. (NEW YORK NY)
NY
11/10/1994 - 03/10/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 12/07/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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