Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makayla? Claim Your ProfileMakayla Dale Vazquez is a financial professional registered with UBS Financial Services Inc. and is licensed to provide investment advice and services. Makayla has been working in the financial industry since 2022. Prior to joining UBS, Makayla worked at Lazard Asset Management Securities LLC. Makayla holds Series 7TO, Series 31, and Series 63 licenses, as well as the SIE. Makayla's areas of specialization include: portfolio management for individuals and businesses, financial planning, and educational seminars. Makayla specializes in working with high-net-worth individuals, corporations and businesses, and charitable organizations. Makayla has worked in various locations throughout New Jersey and New York.
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.
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.
See schedule d - miscellaneous
1
2
NJ
08/13/2024 - Present
UBS Financial Services Inc. (FLORHAM PARK NJ)
NY
12/17/2022 - 08/02/2024
LAZARD ASSET MANAGEMENT SECURITIES LLC (NEW YORK NY)
BC
Issued 01/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 31 - Futures Managed Funds Examination
BC
Issued 12/17/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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