Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makara? Claim Your ProfileMakara Hang has been a registered investment advisor for over 20 years. Makara Hang is currently registered with Raymond James Financial Services Advisors, Inc. in Rocklin, California and has been with the firm since July 2019. Makara Hang has also worked for Essex National Securities, Inc., Wachovia Securities, LLC, WM Financial Services, Inc. and CUSO Financial Services, L.P.. Makara Hang is licensed to provide investment advice and services in 52 states and the District of Columbia. Makara Hang holds a Series 63, 66 and 7 license.
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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CA
07/08/2019 - Present
Raymond James Financial Services Advisors, Inc. (ROCKLIN CA)
CA
10/20/2008 - 01/25/2012
ESSEX NATIONAL SECURITIES, INC. (ROCKLIN CA)
CA
07/16/2007 - 05/14/2008
WACHOVIA SECURITIES, LLC (SACRAMENTO CA)
CA
10/13/2006 - 05/17/2007
WM FINANCIAL SERVICES, INC. (ELK GROVE CA)
CA
03/12/2001 - 08/22/2006
CUSO FINANCIAL SERVICES, L.P. (ROCKLIN CA)
BOTH
Issued 07/01/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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