Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlotte? Claim Your ProfileCharlotte Alexandra MacKenzie is a financial professional with over 14 years of experience in the financial services industry. Charlotte's career began at Lehman Brothers Inc. in 2008, followed by Barclays Capital Inc. in 2008. Since 2012, Charlotte has been with Blackstone Securities Partners LP. Charlotte holds the Series 7, Series 63, SIE and Series 79TO licenses and is registered in New York.
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
NY
01/13/2012 - Present
Blackstone Securities Partners LP (NEW YORK NY)
NY
09/22/2008 - 12/22/2011
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
08/12/2008 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 08/19/2008
Series 63 - Uniform Securities Agent State Law 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 08/11/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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