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Makala Makenzie Stewart

Vanguard Marketing Corp.

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About Makala Makenzie Stewart

Makala Makenzie Stewart is a registered representative with Vanguard Marketing Corp. Makala Stewart has been in the financial services industry since May 2023 and is licensed to sell securities in North Carolina. Makala Stewart has passed the Series 63, Series 7TO and SIE exams.

Firm Information

Makala Stewart is currently registered with Vanguard Marketing Corp.. Vanguard Marketing Corp. is a Corporation that was formed on April 21, 1977. The firm is registered in 53 states and the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

1,975

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.

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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Makala Stewart’s Registration & Firm History

NC

09/06/2023 - Present

Vanguard Marketing Corp. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 09/21/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/06/2023

Series 7TO - General Securities Representative Examination

BC

Issued 05/22/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 6 public disclosures for Makala Makenzie Stewart. Review regulatory record here.
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