Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Osip? Claim Your ProfileOsip Makagon is a financial advisor who has been in the industry since January 19, 1996. Osip is currently registered with MML Investors Services, LLC in New York. Osip's previous employers include MSI FINANCIAL SERVICES, INC., METROPOLITAN LIFE INSURANCE COMPANY, PRINCOR FINANCIAL SERVICES CORPORATION, METLIFE SECURITIES INC. and METROPOLITAN LIFE INSURANCE COMPANY. Osip holds the Series 6, Series 7 and SIE licenses. Osip also has the Chartered Financial Consultant designation. Osip has been a registered investment advisor since June 14, 2021. Osip provides financial planning, asset allocation programs, pension consulting and educational seminars. Osip serves individuals, corporations, trusts, charitable organizations, insurance companies, high net worth individuals and pension and profit-sharing plans.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
06/14/2021 - Present
MML Investors Services, LLC (Brooklyn NY)
NY
10/21/2004 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BROOKLYN NY)
NY
10/21/2004 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (BROOKLYN NY)
IA
11/14/2000 - 10/19/2004
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
09/18/1995 - 07/13/2000
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/18/1995 - 07/13/2000
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 09/01/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/15/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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