Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makenna? Claim Your ProfileMakenna Ochs is a financial advisor registered with Madison Avenue Securities, LLC, a firm based in San Diego, CA. Makenna specializes in providing financial advice to individuals, businesses, and charitable organizations. She holds the Series 7TO and SIE licenses, demonstrating her knowledge and experience in the financial services industry. Makenna's expertise is particularly valuable for those seeking financial planning, portfolio management, and investment advice.
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.
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2
IN
05/07/2024 - Present
Madison Avenue Securities, LLC (Evansville IN)
BC
Issued 05/07/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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