Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Milan? Claim Your ProfileMilan Vicenza McMakin is an investment advisor representative associated with Northwest Asset Management. Milan has been in the industry since 2017. Milan is registered as an investment advisor representative in Florida and Washington. Milan has a Series 65 license.
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.
Personalized portfolio management to meet individual financial objectives.
Tax preparation
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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WA
09/13/2022 - Present
Northwest Asset Management (MERCER ISLAND WA)
IA
Issued 05/17/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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