William E. Makelim
Professional summary
William Edwin Bond Makelim, who also goes by Bo Makelim, William E B Makelim, is a registered financial professional currently at SAXONY SECURITIES, INC. located in Northbrook, Illinois.
William is registered as a RR (Registered Representative) and started their career in finance in 1995. William has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view William Edwin Bond Makelim's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 1, 2016 - Present
SAXONY SECURITIES, INC.
Office #1: 666 Dundee Road Suite 502, Northbrook, IL 60062January 11, 2005 - August 2, 2016
FORESIGHT INVESTMENTS, LLC
September 26, 2003 - July 13, 2005
JERSEY SHORE TRADING GROUP INC.
January 23, 2002 - August 21, 2003
PHILLIP LOUIS TRADING, INC.
February 5, 1996 - January 24, 2002
SHAMROCK PARTNERS, LTD
May 30, 1995 - August 31, 1995
UBS FINANCIAL SERVICES INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/1/2016)
(8/1/2016)
(1/2/2022)
(8/1/2016)
(8/8/2016)
(8/1/2016)
(6/15/2021)
(9/19/2024)
Exams
FINRA
Current Firm
SAXONY SECURITIES, INC.
CRD#: 115547 / SEC#: , 8-53490
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
Disclosures
| Regulatory Event | 2 |
| Arbitration | 1 |
Red Flags
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