Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makarios? Claim Your ProfileMakarios Markos Palios is a financial advisor with over 29 years of experience in the financial services industry. Makarios is currently registered with Raymond James Financial Services Advisors, Inc. as a Registered Representative (Series 7, Series 9, Series 10, Series 31, and SIE) and Investment Adviser Representative (Series 63). Makarios has also held previous positions with Raymond James & Associates, Inc., Wachovia Securities, LLC, A. G. Edwards & Sons, Inc., First Montauk Securities Corp., and Robert Todd Financial Corp. Makarios specializes in financial planning, portfolio management, and pension consulting. Makarios has a strong commitment to providing his clients with personalized service and helping them achieve their financial goals.
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
NY
06/22/2021 - Present
Raymond James Financial Services Advisors, Inc. (Garden City NY)
NY
08/27/2008 - 03/25/2019
RAYMOND JAMES & ASSOCIATES, INC. (WOODBURY NY)
NY
01/01/2008 - 09/10/2008
WACHOVIA SECURITIES, LLC (HUNTINGTON NY)
NY
01/20/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (HUNTINGTON NY)
NJ
11/19/1993 - 01/20/1994
FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)
FL
07/29/1993 - 11/12/1993
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
02/22/1993 - 10/15/1993
ROBERT TODD FINANCIAL CORP. (NEW YORK NY)
BC
Issued 02/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/23/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/20/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/17/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Makarios Palios is the right advisor for you? Invested Better is here to help.
