Meet Investment Services.
A little insight into
Investment Services.
As Investment Support Representatives with over 25 years of combined industry experience, our expertise lies in our ability to assist Self-Managed clientele with all aspects of their account servicing needs.
- Account openings & maintenance
- Account research & resolution
- Cost basis information
- Equity & mutual fund trades
- Corporate actions such as stock splits and tender offers
In our role, we also serve as a liaison between members and our Financial Advisors, providing back-up support for managed accounts. If you do not currently work with an advisor but are considering doing so, we can assist you with the completion of a needs assessment to identify a representative best suited for you.
Team
Makara Hang
Investment Support Representative, RJFS
I enjoy educating others about investing partially because I grew up in a family of great savers. I entered the Financial Services industry in 1996. I’ve served as a Business Banker with California Federal Bank and later worked as an Investment Representative for Wachovia Bank and Washington Mutual, before joining Addison Avenue Investment Services in 2000.
Outside of work, my family and I enjoy traveling and living an active lifestyle.
Steven Kurta
Investment Support Representative, RJFS
I’ve been in the financial services industry for more than seven years. Prior to joining Addison Avenue, I was a Financial Advisor for AXA Advisors. My favorite part of this career is educating people about the steps they can take now to make their family situation better, and inspire them to set new goals.
Outside of work, I enjoy spending time with my wife and son. As a family, we enjoy hiking, traveling and playing music.
Raymond James corporate
Privacy Notice │ BrokerCheck®
Makara Hang QUALIFICATIONS: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License #0C90729
Steven Kurta QUALIFICATIONS: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements. CA Insurance License # 0G09801
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.
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