Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer MacKenzie is a financial advisor with over 12 years of experience in the industry. Jennifer is currently registered with Principal Securities, Inc. and holds licenses in multiple states including Arizona, Colorado, Florida, Illinois, Maryland, Massachusetts, Michigan, New York, North Carolina, Texas, and Washington. Jennifer is a Series 6, 7, 63, and 66 licensed professional. Jennifer has a strong background in providing financial planning and investment advice for individuals and families. Jennifer also works with charitable organizations, corporations, and pension and profit-sharing plans. Jennifer is committed to providing her clients with personalized financial guidance to help 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.
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.
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.
A percentage of the total value of assets under management is charged.
Seminar fees, solicitors fees, subscription consulting fees
1
2
MI
05/08/2018 - Present
Principal Securities, Inc. (Petoskey MI)
MI
01/06/2015 - 04/07/2016
PRINCOR FINANCIAL SERVICES CORPORATION (Boyne City MI)
MI
09/19/2011 - 12/13/2013
FIFTH THIRD SECURITIES, INC. (PETOSKEY MI)
MI
06/11/2009 - 04/28/2011
CHASE INVESTMENT SERVICES CORP. (BOYNE CITY MI)
BOTH
Issued 05/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/18/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2013
Series 7 - General Securities Representative Examination
BC
Issued 06/10/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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