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Darsh Makim Location
Washington, DC, US
Darsh Makim Work
Founder | President | Retirement Plan Consultant @ (February 2018 - Present)
Founder | President @ (May 2008 - February 2018)
Financial Advisor @ (October 2005 - May 2008)
Business Development Manager @ (November 2000 - March 2005)
Assistant Branch Manager @ (February 1999 - September 2000)
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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