linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Daniel L Makarevich

Pgim Investments LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Daniel? Claim Your Profile

About Daniel L Makarevich

Daniel Makarevich is a financial advisor registered with PGIM Investments LLC in Newark, NJ. Daniel has been in the financial services industry since September 9, 2018, and has a Series 7, Series 66 and SIE licenses. Daniel is currently registered with 53 states, as well as the District of Columbia, Puerto Rico and the Virgin Islands. Previously, Daniel was registered with Lincoln Financial Advisors Corporation in Denville, NJ.

Firm Information

Daniel Makarevich is currently registered with Pgim Investments LLC. Pgim Investments LLC is an investment advisor registered with the SEC. The firm has 144 licensed agents, 67 investment adviser representatives, 230 registered representatives, and 96 employees who perform investment advisory functions. The firm's regulatory assets under management total $315,351,503,018, with $315,351,503,018 being discretionary. The firm primarily provides advisory services to sponsors of wrap account platforms, investment companies, and business development companies.
Pgim Investments LLC

655 BROAD STREET

NEWARK, NJ 07102

$315.35B

Assets Under Management

8

Total Clients

75

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.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

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.

check

fixed fees

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

check

percentage of assets

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

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Daniel Makarevich’s Registration & Firm History

NJ

08/15/2019 - Present

Pgim Investments LLC (Newark NJ)

NJ

08/27/2018 - 07/24/2019

LINCOLN FINANCIAL ADVISORS CORPORATION (DENVILLE NJ)

Not sure if Daniel L Makarevich is right for you?

Licenses & Designations

BOTH

Issued 10/01/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Daniel L Makarevich.
Not sure if Daniel L Makarevich is right for you?