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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 advisor with Cetera Investment Advisers LLC. Colin has been in the industry since March 1, 1992 and has a wide range of experience in financial planning, portfolio management, and pension consulting. Colin has licenses to provide financial advice in 39 states. Colin specializes in helping individuals, businesses, and retirement plans 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
02/12/2025 - 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 08/14/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/17/2010
Series 4 - Registered Options Principal Examination
BC
Issued 01/09/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 08/05/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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