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 a financial advisor with Steward Partners Investment Advisory, LLC, based in Clearwater, Florida. Jennifer has been in the financial services industry since 2008 and has a strong track record of providing personalized financial advice to individuals, families, and businesses. Jennifer is committed to helping clients achieve their financial goals through a comprehensive approach to financial planning, including retirement planning, investment management, and estate planning. Jennifer is also registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 7, Series 66, and SIE licenses. Jennifer is passionate about helping clients achieve their financial goals and believes that everyone deserves access to quality financial advice.
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.
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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 3/6/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/22/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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