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Michael Makaila

3 Years of Experience
Harleysville, PA
Broker

Michael Makaila is a registered investment advisor, based in Harleysville, PA, with 3 years of industry experience.

Location

Harleysville, PA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is the President of Biztechies, Inc., an inactive company, and a Financial Advisor at Financial Partners, LLC, where he dedicates full-time hours to financial planning, wealth management, and project management consulting. He also serves as a board member for Ebony Pearls Foundation, Inc., spending minimal time on this role.

Employment History
Current Registrations
Cetera Investment Advisers LLC
September 2025 - Present · 10 mos
Cetera Wealth Services, LLCBroker
September 2025 - Present · 10 mos
Previous Registrations
Avantax Advisory Services
June 2022 - September 2025 · 3 yrs 3 mos
Avantax Investment Services, INC.Broker
June 2022 - September 2025 · 3 yrs 3 mos
State Registrations2 states
COPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Makaila - Financial Advisor | TrueAdvisor