Makis Beach, financial advisor Westlake OH

Makis Beach

CRD Number: 6437368
Current Firm: Raymond James & Associates, Inc.

Makis Beach (CRD# 6437368) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Westlake, OH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates Westlake, OH Aug 2022 - Current 1
Bank Of America, N.a. Westlake, OH Jul 2019 - Aug 2022 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake, OH Jul 2018 - Aug 2022 4
Unemployed Oxford, OH May 2018 - Jul 2018 < 1
Miami University Oxford, OH Aug 2014 - May 2018 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Pepper Pike, OH Jun 2017 - Aug 2017 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Westlake, OH Jan 2015 - Feb 2017 2
The Woods Oxford, OH Nov 2015 - Jan 2016 < 1
Westlake High School Westlake, OH Aug 2010 - Jul 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Makis L. Beach
Phone Number: 727-567-1000
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    350,042
    MILLIONS
  • Total Number of Accounts
    992,551
    ACCOUNTS
  • Average Account Value
    $352,669
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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