Unclaimed
Brendan Michael MacKenzie has been in the financial services industry since December 2005. Brendan is currently registered with Wellington Funds Distributors Inc. and has a Series 6, 7, 3, 63, 65 and SIE license. Previously, Brendan worked at Eaton Vance Distributors, Inc.
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.
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.
1
2
MA
01/05/2018 - Present
Wellington Funds Distributors Inc. (BOSTON MA)
MA
11/10/2005 - 12/04/2017
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 06/26/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2016
Series 3 - National Commodity Futures Examination
BC
Issued 01/08/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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