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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames MacKenzie is a financial advisor with over 20 years of experience in the industry. James MacKenzie currently works at Hennion & Walsh Asset Management, Inc., and is registered with the state of New Jersey. James MacKenzie has experience in various areas of financial advising including portfolio management for both businesses and individuals, financial planning, and pension consulting. James MacKenzie has experience working with individuals, high net worth individuals, charitable organizations, pension and profit sharing plans, and corporations or other businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
11/23/2007 - Present
Hennion & Walsh Asset Management, Inc. (PARSIPPANY NJ)
NJ
11/15/2002 - 04/05/2006
J. B. HANAUER & CO. (PARSIPPANY NJ)
NY
03/09/2002 - 11/25/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
MA
09/01/1999 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NJ
02/06/1998 - 09/01/1999
GIBRALTAR SECURITIES CO. (FLORHAM PARK NJ)
IA
Issued 06/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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