Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ian? Claim Your ProfileIan Roderick MacKenzie is a financial advisor based in CHARLOTTE, NC. Ian is registered with Innovation Partners LLC and has been in the industry since 2013. Ian has passed the Series 7, Series 63 and SIE exams. Ian has experience working with a variety of clients including individuals, corporations and qualified retirement plans.
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.
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.
Consulting services to qualified retirement plans
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.
Recurring fee
1
2
NC
08/24/2015 - Present
Innovation Partners LLC (CHARLOTTE NC)
FL
05/17/2013 - 08/19/2015
CFA FINANCIAL LLC (SARASOTA FL)
BC
Issued 12/16/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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