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Yianni M

Series 63, Series 66

Cincinnati, OH

OSAIC

Yianni Makris is a financial advisor with OSAIC in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He worked at Signator Investors, Inc. for two years before joining OSAIC in 2018. Outside of his advisory role, Makris collects and trades sports cards and serves as a voluntary board member for his homeowners association. OSAIC Wealth, Inc. serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, through a large network of financial advisers. The firm offers integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to build portfolios across multiple asset classes.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Anna M

Series 66

Cincinnati, OH

OSAIC

Anna Makris is a financial advisor with OSAIC in Cincinnati, OH, holding a Series 66 designation and eight years of industry experience. Before joining OSAIC in 2018, she worked at Signator Investors Inc and was involved in the clothing business with Kotsovos Fine Apparel. Outside of finance, she sells consignment clothing items online through the Poshmark platform. OSAIC serves a broad range of retail and institutional clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations, offering brokerage and advisory services supported by a variety of asset-allocation tools, investment platforms, and third-party managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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George M

Series 63, Series 66

Cincinnati, OH

OSAIC

George Makris is a financial advisor with OSAIC based in Cincinnati, Ohio, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has worked with Royal Alliance Associates, Signator Investors, and leads his own firm, Makris Financial Group, where he has been president since 1991. In addition to his advisory work, Makris serves as a voluntary board member of his condominium association in Clearwater Beach, Florida. OSAIC serves a wide range of clients including individual investors, pension plans, corporations, and charitable organizations through a large network of advisers. The firm offers integrated brokerage and advisory services with a focus on diversified portfolio construction, utilizing asset-allocation tools, risk-tolerance assessments, and third-party managed account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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