Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Justin? Claim Your ProfileJustin Makso is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., a firm with over 10 billion dollars under management. Justin Makso has been a financial advisor for over 13 years. Justin Makso has been registered with the Financial Industry Regulatory Authority (FINRA) since 2010. Justin Makso specializes in providing financial advice to individuals, high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, insurance companies, and charitable organizations. Justin Makso is also licensed to provide investment advice in 53 states and the District of Columbia. Justin Makso is committed to helping clients reach their financial goals and providing them with the best possible investment 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
04/22/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH GARDENS FL)
FL
09/29/2023 - 04/22/2024
J.P. MORGAN SECURITIES LLC (Jupiter FL)
FL
06/28/2016 - 09/29/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (Jupiter FL)
MA
12/15/2010 - 07/08/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (BOSTON MA)
BOTH
Issued 03/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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