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 at Truist Advisory Services, Inc., an investment advisor headquartered in Atlanta, Georgia. Jamie has been a registered financial advisor since 1994, offering financial planning and portfolio management services to individuals, businesses, and charitable organizations. Jamie is also a licensed investment advisor representative. Jamie has a strong understanding of the financial markets and a proven track record of success. Jamie's clients appreciate Jamie's personalized approach and commitment to helping them 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.
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.
1
2
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 5/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/24/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/2/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/30/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/10/2003
Series 24 - General Securities Principal Examination
BC
Issued 5/26/1998
Series 27 - Financial and Operations Principal Examination
BC
Issued 1/2/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/1/2018
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
Not sure Jamie Mackenzie is the right advisor for you? Invested Better is here to help.
Copyright 2024 Invested Better
Invested Better, LLC ("Invested Better") provides a matching service whereby users are connected with third-party financial advisors ("Advisors") who are registered and licensed as financial advisors in the United States and have elected to participate in our matching platform. Information provided by users through our online questionnaire facilitates the determination of suitable Advisor matches. Invested Better receives a set cost per lead compensation from Advisors in exchange for this referral service.
Please be advised that Invested Better does not evaluate the ongoing performance of any Advisor, nor does it participate in the management of user accounts or provide advice regarding specific investments. We do not manage client funds or hold assets in custody. Our role is solely to facilitate connections between users and potentially suitable financial advisors. All investing involves inherent risks, including the potential loss of principal. There is no guarantee that working with an advisor will result in positive returns. Potential downsides include the payment of fees, which can reduce overall returns. The existence of a fiduciary duty does not preclude the potential for conflicts of interest.
Invested Better maintains a directory of all actively registered financial advisors and firms based on the public filings with FINRA and SEC. Advisors and firms may verify their identity to claim and take control to update and edit their profile information. Invested Better does not guarantee the accuracy of any information updated by advisors or firms on their profile.
