Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makoyo? Claim Your ProfileMakoyo Makoyo is a financial advisor with Equitable Advisors, LLC. Makoyo has been in the financial services industry since 1998. Makoyo has Series 7, 63, 52, and 65 licenses and is registered in 16 states. Makoyo provides financial planning, pension consulting, educational seminars, and portfolio management services. Makoyo is a volunteer trustee for the Ziki Makoyo Foundation for Global Health. Makoyo also works as a consultant for volunteer non-profit organizations.
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.
1
2
PA
04/08/2014 - Present
Equitable Advisors, LLC (BALA CYNWYD PA)
PA
01/24/2003 - 02/22/2005
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
PA
10/04/2001 - 05/31/2002
DIRECTED SERVICES, INC. (WEST CHESTER PA)
MI
11/25/1998 - 09/17/2001
H&R BLOCK FINANCIAL ADVISORS, INC. (DETROIT MI)
IA
Issued 03/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1999
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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