Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you B? Claim Your ProfileBrandon MacKie is a financial advisor with Mariner Wealth. Brandon is a CERTIFIED FINANCIAL PLANNER™ professional with over 15 years of experience in the financial services industry. Brandon is a registered investment advisor in Georgia. Brandon provides financial planning, portfolio management, and other services to individuals, families, and businesses. Brandon has a broad background in the financial services industry having previously worked with SunTrust Investment Services, INC., ALPS DISTRIBUTORS, INC., Triad Advisors, INC., E*TRADE SECURITIES, INC., and BANC OF AMERICA SECURITIES LLC. Brandon is a member of the Financial Planning Association of Georgia and serves as Secretary on their Board of Directors.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family office services
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
08/22/2023 - Present
Mariner Wealth (Atlanta GA)
GA
08/17/2015 - 03/06/2018
ALPS DISTRIBUTORS, INC. (KENNESAW GA)
GA
06/25/2008 - 07/16/2015
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
01/01/2006 - 07/20/2007
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
04/11/2001 - 01/06/2004
TRIAD ADVISORS, INC. (ATLANTA GA)
NJ
01/02/2001 - 02/20/2001
E*TRADE SECURITIES, INC. (JERSEY CITY NJ)
NY
01/24/2000 - 06/20/2000
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
BOTH
Issued 05/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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