Unclaimed
Makemma Wolff is a Certified Financial Planner® professional and an Investment Advisor Representative with Avion Wealth in The Woodlands, Texas. Makemma is a dedicated financial advisor who is passionate about helping her clients achieve their financial goals. Makemma holds a Series 65 license and is committed to providing her clients with the highest level of service and expertise.
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.
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.
A percentage of the total value of assets under management is charged.
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TX
08/15/2023 - Present
Avion Wealth (THE WOODLANDS TX)
IA
Issued 05/22/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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