Steven
Makinson
Pruco Securities, LLC
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About this Advisor
Steven Makinson is a financial advisor based in Charlotte, North Carolina, working with Pruco Securities, LLC. Steven has previously held positions at Pruco Securities LLC, The Prudential Insurance Company Of America, and Hunters Insurance And Financial Services. Steven has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Steven is part of Pruco Securities, LLC, which operates out of Charlotte, North Carolina. The firm has 41 offices and 2,700 employees. The firm manages assets totaling $16.4 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and educational seminars. The fee structure at Pruco Securities, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pruco Securities, LLC Brokerage Details
$16,378,802,331
2,700
113,575
$144,211
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Steven Makinson Work History
Hunters Insurance And Financial Services
Pruco Securities LLC
The Prudential Insurance Company Of America
Disclosures
Please visit the SEC profile of Steven Makinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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