Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge MacKenzie is a financial advisor at Janney Montgomery Scott LLC. George has been in the financial industry since 1994. George has a Series 7, Series 63 and Series 65 license. George is registered in 40 states and has been with Janney Montgomery Scott since 2021. Previously George was a financial advisor at Wells Fargo Clearing Services for 22 years.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fee plus commission
1
2
PA
07/13/2021 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
10/01/1999 - 07/19/2021
WELLS FARGO CLEARING SERVICES, LLC (PHILADELPHIA PA)
NC
04/28/1997 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
PA
10/31/1994 - 05/08/1997
AMERICAN EAGLE INVESTMENTS, INC. (PHILADELPHIA PA)
IA
Issued 03/03/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure George MacKenzie is the right advisor for you? Invested Better is here to help.
