Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makida? Claim Your ProfileMakida Felicia Evins is a financial professional with over 10 years of experience in the industry. Makida is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Makida has a broad range of experience, having worked with a variety of firms, including SAGEPOINT FINANCIAL, INC., PFS INVESTMENTS INC., HSBC SECURITIES (USA) INC., NYLIFE SECURITIES LLC, and JOHN THOMAS FINANCIAL. Makida holds the Series 63, Series 7, and SIE licenses, demonstrating a commitment to professional development and the ability to provide comprehensive financial 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.
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.
A percentage of the total value of assets under management is charged.
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AZ
09/01/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
AZ
05/19/2022 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
NY
02/11/2020 - 05/20/2022
PFS INVESTMENTS INC. (VALLEY STREAM NY)
NY
09/12/2012 - 03/14/2018
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
04/12/2012 - 08/02/2012
NYLIFE SECURITIES LLC (LAKE SUCCESS NY)
NY
04/13/2011 - 09/06/2011
JOHN THOMAS FINANCIAL (NEW YORK NY)
NY
01/24/2011 - 04/05/2011
BUCKMAN, BUCKMAN & REID, INC. (NEW YORK NY)
NY
09/29/2010 - 12/08/2010
AEGIS CAPITAL CORP. (NEW YORK NY)
BC
Issued 10/26/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/14/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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