Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makayla? Claim Your ProfileMakayla Korin Stephens is a registered representative with Oppenheimer & Co. Inc., a leading financial services firm. Makayla holds the Series 7, Series 63 and Series 79TO licenses and has been in the industry since 2018. Before joining Oppenheimer & Co. Inc., Makayla worked at MVISION PRIVATE EQUITY ADVISERS USA LLC. Makayla specializes in providing investment advice and financial planning to individuals, businesses, and institutions.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
CA
09/15/2022 - Present
Oppenheimer & Co. Inc. (LOS ANGELES CA)
NY
06/13/2018 - 09/20/2020
MVISION PRIVATE EQUITY ADVISERS USA LLC (NEW YORK NY)
BC
Issued 11/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/23/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
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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