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Daniel Malcolm Makin

Professional Planning Group

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About Daniel Malcolm Makin

Daniel Makin is a financial advisor with over 20 years of experience. He is a Certified Financial Planner and has been registered with the Securities and Exchange Commission since 2001. Daniel has held several positions at New England Professional Planning Group and Professional Planning Group. His expertise lies in providing financial planning services to individuals and businesses. Daniel is registered with the Financial Industry Regulatory Authority (FINRA) and is licensed in various states. He has a strong track record of success in helping clients achieve their financial goals.

Firm Information

Daniel Makin is currently registered with Professional Planning Group. Professional Planning Group, headquartered in Westerly, Rhode Island, is an investment advisory firm providing comprehensive financial planning and portfolio management services to individuals, families, and charitable organizations. The firm has over $1 billion in assets under management and a team of experienced financial advisors dedicated to helping clients achieve their financial goals.
Professional Planning Group

9 GRANITE STREET

WESTERLY, RI 02891

$1.06B

Assets Under Management

Not reported

Total Clients

8

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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Daniel Makin’s Registration & Firm History

RI

01/26/2015 - Present

Professional Planning Group (WESTERLY RI)

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Licenses & Designations

IA

Issued 07/18/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/02/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/2005

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 07/07/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Daniel Malcolm Makin. Review regulatory record here.
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