Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makena? Claim Your ProfileMakena Sierra Hunter is a financial professional with experience in the financial services industry. Makena has a Series 63, 66, and 7 licenses and is registered with the state of Washington. Makena is currently employed with Eagle Strategies LLC, a firm specializing in financial planning, portfolio management, and other advisory services. Makena has previously worked with NYLIFE Securities LLC. Makena provides financial advice to a variety of clients including individuals, corporations, and charitable organizations. Makena is committed to providing her clients with personalized financial advice to help 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.
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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2
WA
09/10/2024 - Present
Eagle Strategies LLC (RICHLAND WA)
WA
11/09/2020 - 10/04/2022
NYLIFE SECURITIES LLC (RICHLAND WA)
BOTH
Issued 7/24/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/4/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/9/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 7/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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