Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stephen? Claim Your ProfileStephen Makar is a financial advisor in Miami, FL, with over 40 years of experience in the industry. Stephen Makar is a registered representative with Equitable Advisors, LLC and is also a registered Investment Advisor. Stephen Makar has a wide range of experience, including working at Equitable Advisors, LLC, The Equitable Life Assurance Society of the United States, MONY Securities Corp., and EQUICO Securities, Inc. Stephen Makar specializes in providing financial planning, portfolio management, and other advisory services to a variety of clients, including individuals, corporations, and institutions. Stephen Makar holds several professional licenses, including Series 6, 7, 63, and 65 licenses.
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.
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
03/29/2001 - Present
Equitable Advisors, LLC (MIAMI FL)
NY
02/25/1986 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NA
05/29/1985 - 01/23/1986
MONY SECURITIES CORP.
NA
09/19/1983 - 07/09/1985
EQUICO SECURITIES, INC.
NA
09/19/1983 - 07/09/1985
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 06/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/18/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/16/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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