Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Malcolm? Claim Your ProfileMalcolm Makin is a financial advisor with over 40 years of experience in the industry. Malcolm is a Certified Financial Planner® professional and has a wide range of experience in working with individuals, families, and charitable organizations. Malcolm is currently registered with Professional Planning Group and has offices in Jupiter Inlet Colony, Florida and Westerly, Rhode Island. Malcolm's background includes experience in working with various financial products and services, including financial planning, investment management, and educational seminars. He has also served as an officer and chief executive officer of New England Professional Planning Group.
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.
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.
1
2
FL
02/25/2005 - Present
Professional Planning Group (JUPITER INLET COLONY FL)
IN
06/29/1989 - 02/09/1994
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/16/1982 - 08/15/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/17/1978 - 04/21/1982
P & I EQUITIES CORPORATION
BC
Issued 12/03/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/21/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
BC
Issued 04/08/1978
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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