Makai Elep Email & Phone Number

With over two years of experience in the financial industry, I am an investment specialist at Bradley Wealth where I provide information to clients and the firm with investment portfolios, using macro and technical analysis as well as specific market research. I was a Senior Investment Specialist at Merrill Edge, where I held the Series 7, Series 66 and SIE certifications, which demonstrate my knowledge and compliance with the securities regulations and industry standards. Before joining Merrill Edge, I was an Associate Analyst and Trader at Richard P. Slaughter Associates, Inc., where I supported the portfolio management team with trading execution, risk analysis, and performance reporting. I also have a bachelor's degree in finance from California State University-Long Beach, and a Bloomberg certification in core concepts. My core competencies include analysis, client service, communication, and problem-solving. I am passionate about helping clients achieve their financial goals and optimize their investment returns, while adhering to the highest ethical and professional standards. I am also eager to learn new skills and technologies, and to collaborate with diverse and talented teams.