Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Yianni? Claim Your ProfileYianni Makris is a financial professional with over eight years of experience in the industry. Yianni Makris is currently registered with Osaic Wealth, Inc. and is licensed to provide financial advice in Indiana, Kentucky, and Ohio. Yianni Makris has previously held positions at Signator Investors, Inc. and Transamerica Financial Advisors, Inc. Yianni Makris specializes in financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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2
OH
05/21/2019 - Present
Osaic Wealth, Inc. (CINCINNATI OH)
OH
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
02/11/2016 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (CINCINNATI OH)
BOTH
Issued 05/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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