Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Makras is an investment advisor representative with Steward Partners Investment Advisory, LLC. Jennifer has been in the industry since 2008 and has worked at several other firms, including Raymond James Financial Services, Inc., Morgan Stanley, and Ameriprise Financial Services, Inc. Jennifer has a Series 66, Series 7, and SIE license and is registered in 32 states. Jennifer specializes in providing financial planning, investment advisory, and pension consulting services to a variety of clients, including individuals, families, businesses, and institutions.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
FL
04/19/2017 - Present
Steward Partners Investment Advisory, LLC (CLEARWATER FL)
FL
02/16/2017 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/23/2015 - 02/21/2017
MORGAN STANLEY (CLEARWATER FL)
FL
10/05/2009 - 01/26/2015
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
FL
06/09/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (OLDSMAR FL)
MO
02/25/2008 - 05/01/2008
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 03/06/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jennifer Makras is the right advisor for you? Invested Better is here to help.
