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Ryan Adam kenneth Makis

Intrepid Investment Bankers LLC

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About Ryan Adam kenneth Makis

Ryan Makis is a registered investment advisor representative, holding a Series 63, SIE, and Series 79 license. Ryan is currently employed with Intrepid Investment Bankers LLC, a firm based in Los Angeles, California. Ryan has been a member of the financial industry since 2014 and has held a California state registration since March 2015.

Firm Information

Ryan Makis is currently registered with Intrepid Investment Bankers LLC. Intrepid Investment Bankers LLC is a Limited Liability Company formed on April 28, 2010. The firm is registered in Arizona, California, Colorado, Illinois, New York, North Carolina, and Utah. It also holds an approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

69

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Ryan Makis’s Registration & Firm History

CA

01/01/2015 - Present

Intrepid Investment Bankers LLC (LOS ANGELES CA)

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Licenses & Designations

BC

Issued 03/26/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/30/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Adam kenneth Makis.
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