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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephanie? Claim Your ProfileStephanie Mackara is a financial advisor with Beacon Pointe Advisors, LLC. Stephanie is a Registered Investment Advisor Representative and has been in the financial industry since 1996. Stephanie has experience working with a wide range of clients including individuals, families, businesses, and institutions. Stephanie specializes in providing financial planning, investment management, and retirement planning services. Stephanie holds Series 7, Series 24, and Series 63 licenses and has a background in financial services. Stephanie has been with Beacon Pointe Advisors, LLC since 2024.
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.
Strategic management for diversified investment portfolios.
Consulting services
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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2
CA
02/05/2025 - Present
Beacon Pointe Advisors, LLC (NEWPORT BEACH CA)
CA
05/02/2014 - 11/14/2016
LORING WARD SECURITIES INC. (SAN JOSE CA)
NY
08/13/2013 - 01/17/2014
CONCEPT CAPITAL MARKETS, LLC (NEW YORK NY)
PA
12/16/2003 - 09/12/2011
PERSHING LLC (MALVERN PA)
PA
08/27/2001 - 12/09/2003
EMAT SECURITIES, INC. (MALVERN PA)
PA
12/24/1997 - 08/20/2001
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
MD
10/08/1996 - 12/18/1997
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 01/27/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/11/1998
Series 24 - General Securities Principal Examination
BC
Issued 11/14/2016
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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