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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makandal? Claim Your ProfileMakandal S Pierre is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 12 years of experience in the industry. Makandal has a strong background in investment services, having previously worked for JPMorgan Securities LLC, Edward Jones, and Chase Investment Services Corp. He holds a series 6, 7, 63, and 66 licenses and the Series SIE designation. Makandal provides investment advisory services to a variety of clients, including individuals, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. He is a specialist in providing financial advice to high-net-worth individuals.
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
CA
02/29/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BREA CA)
CA
09/23/2022 - 12/12/2023
EDWARD JONES (NORTH TUSTIN CA)
CA
10/01/2012 - 09/15/2022
J.P. MORGAN SECURITIES LLC (ANAHEIM HILLS CA)
CA
05/09/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LA MIRADA CA)
BOTH
Issued 11/07/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/17/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2011
Series 6 - Investment Company Products/Variable Contracts 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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