Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Steven? Claim Your ProfileSteven Makinson is a financial advisor with over 30 years of experience in the financial services industry. Steven has been associated with LPL Enterprise, LLC since November 2024 and is registered in North Carolina. Previously, Steven was registered with NYLIFE Securities LLC, LPL Financial LLC, WS Griffith Securities, Inc., and Pruco Securities Corporation. Steven is also registered with the Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7) and Investment Company Products/Variable Contracts Representative Examination (Series 6). Steven holds a Series 63 and a Series 65 license. Steven is dedicated to providing personalized financial advice and services to clients. Steven specializes in working with a variety of clients, including individuals, businesses, and retirement 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory 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.
1
2
NC
11/14/2024 - Present
LPL Enterprise, LLC (GREENSBORO NC)
NC
05/11/2011 - 06/05/2013
NYLIFE SECURITIES LLC (GREENSBORO NC)
NC
05/26/2004 - 04/29/2011
LPL FINANCIAL LLC (GREENSBORO NC)
CT
03/10/2003 - 06/03/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
NJ
08/15/1986 - 02/10/2003
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 05/05/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Steven Makinson is the right advisor for you? Invested Better is here to help.
