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Darsh Makim Location
Washington, DC, US
Darsh Makim Work
2018 -now Founder | President | Retirement Plan Consultant @
2008 -2018 Founder | President @
2005 -2008 Financial Advisor @
2000 -2005 Business Development Manager @
1999 -2000 Assistant Branch Manager @
Darsh Makim Education
Purdue University
Bachelor of Science - BS (Hospitality Management)
Darsh Makim Skills
Retirement
401k
Retirement Plan Consulting
Series 63
Mutual Funds
Investments
Credit
Strategic Financial Planning
Finance
Wealth Management
Series 24
Series 7
series 66
Uniform Combined State Law
Life & Health Licenses
Darsh Makim Summary
Darsh Makim, based in Washington, DC, US, is currently a Founder | President | Retirement Plan Consultant at PointOak Retirement Advisors. Darsh Makim brings experience from previous roles at Capstone Retirement Group, LLC, Merrill Lynch, Carnival Cruise Lines and Enterprise Rent-A-Car. Darsh Makim holds a Bachelor of Science - BS in Hospitality Management @ Purdue University. With a robust skill set that includes Retirement, 401k, Retirement Plan Consulting, Series 63, Mutual Funds and more. Darsh Makim has 4 emails and 3 mobile phone numbers on RocketReach.
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