Christopher Makosch (CRD# 4976405) is an Investment Advisor Representative working at Schuylkill Financial, LLC in Wyomissing, PA and has over 18 years of experience in the finance industry. Christopher Makosch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4330102
Hamilton-bates Investment Research, Inc.
CRD# 6691058
Vanguard Advisers, Inc.
CRD# 6161273
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Schuylkill Financial, LLC | Wyomissing, PA | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2005 |
- PA
-
Total Assets Under Management92MILLIONS
-
Total Number of Accounts366ACCOUNTS
-
Average Account Value$251,726
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
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