Greg Makoid
Professional Summary
Greg Makoid, who also goes by Gregory Joseph Makoid, Gregory Makoid, is a registered financial advisor currently at COLONNADE SECURITIES LLC located in Clearwater, Florida. Greg is registered as a RR (Registered Representative) and started their career in finance in 2020. Greg has worked at 2 firms and has passed the Series 63, Series 79TO, Series 7TO and SIE exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Gregory Joseph Makoid, Gregory Makoid
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
6 years in the financial services industry
Current & Past Employments
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Current Firm
COLONNADE SECURITIES LLC
Contact Information
Main Address
600 Cleveland Street Suite 272, Clearwater, FL 33755Mailing Address
600 Cleveland Street Suite 272, Clearwater, FL 33755Phone Number
(312) 425-8160Established
Delaware since 08/23/2002Firm Type
Limited Liability CompanyFiscal Year End
JuneFirm Size
SmallFINRA licenses (2 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Oct 2020About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Greg Makoid's CRS (Customer Relationship Summary).
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