Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Stephenson Mackenzie is a financial professional with over 30 years of experience in the industry. Colin is currently registered with Cetera Investment Advisers LLC and is a Certified Financial Planner. Colin has a wide range of experience in various financial services, including fixed insurance, investment advisory services, and portfolio management. Colin is dedicated to providing personalized financial guidance to individuals, families, and businesses. Colin is committed to helping clients achieve their financial goals.
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.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (PASADENA CA)
MA
03/18/2005 - 10/06/2005
ASSOCIATED SECURITIES CORP. (BOSTON MA)
CA
07/18/1994 - 03/24/2005
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
04/01/1985 - 02/25/1986
EQUICO SECURITIES, INC.
NA
04/16/1985 - 02/24/1986
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
06/22/1983 - 01/11/1985
DEAN WITTER REYNOLDS INC.
IA
Issued 8/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 9/17/2010
Series 4 - Registered Options Principal Examination
BC
Issued 1/9/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/5/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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