Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jamie? Claim Your ProfileJamie Allison MacKenzie is a financial advisor with Truist Advisory Services, Inc. Jamie has been in the securities industry since February 17, 1996. Jamie is registered with FINRA and is licensed in Arkansas, Florida, Georgia, and Virginia. Jamie's specializations include investment advisory services, portfolio management for businesses, and portfolio management for individuals. Jamie also has experience in publication of periodicals, selection of other advisers, and financial planning. Jamie is a Registered Representative and Investment Advisor Representative.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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VA
08/09/2024 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
VA
12/17/2003 - 12/04/2007
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MO
12/01/2000 - 02/10/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
VA
10/02/1997 - 12/19/2002
SAUNDERS DISCOUNT BROKERAGE, INC. (RICHMOND VA)
VA
09/13/1994 - 06/07/1995
BRANCH, CABELL AND COMPANY (RICHMOND VA)
AZ
03/25/1994 - 09/20/1994
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
VA
10/18/1993 - 03/28/1994
INVESTORS SECURITY COMPANY, INC. (SUFFOLK VA)
IA
Issued 05/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 05/26/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2005
Series 3 - National Commodity Futures Examination
BC
Issued 10/15/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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