Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexys? Claim Your ProfileAlexys McKenzie is a financial advisor registered with SB Advisory, LLC, and has been active in the industry since 1995. Alexys is also registered as an Investment Advisor Representative in the state of Georgia. Alexys McKenzie's previous experience includes roles with IFS Securities, Delta Equity Services Corporation, Vanguard Capital, Morgan Wilshire Securities, Inc., Walsh Manning Securities, LLC, E.C. Capital, Ltd., and Sovereign Equity Management Corp. Alexys McKenzie holds licenses for Series 7, 63, 24, 14 and SIE and has a total of 6 active registrations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
GA
03/17/2021 - Present
SB Advisory, LLC (ATLANTA GA)
GA
12/15/2006 - 01/30/2020
IFS SECURITIES (ATLANTA GA)
GA
06/30/2005 - 12/18/2006
DELTA EQUITY SERVICES CORPORATION (ATLANTA GA)
CA
05/16/2000 - 07/29/2005
VANGUARD CAPITAL (DEL MAR CA)
NY
08/03/1998 - 06/02/2000
MORGAN WILSHIRE SECURITIES, INC. (GARDEN CITY NY)
NA
12/18/1996 - 08/05/1998
WALSH MANNING SECURITIES, LLC
NY
01/03/1996 - 12/24/1996
E. C. CAPITAL, LTD. (MINEOLA NY)
FL
09/11/1995 - 12/01/1995
SOVEREIGN EQUITY MANAGEMENT CORP. (DEERFIELD BEACH FL)
BC
Issued 09/22/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 10/06/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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