Unclaimed
Kalem Mackey is a financial advisor who has been in the industry since 2002. Kalem holds several licenses including Series 6, 7, 31, 63, and 66. Currently, Kalem Mackey is registered with Prosperity Capital Advisors in Arvada, CO. Kalem Mackey previously held registrations with MORGAN STANLEY DW INC. and NATIONAL PLANNING CORPORATION. In addition to being a financial advisor, Kalem Mackey is also a licensed insurance agent. Kalem Mackey has worked for several other firms, including Harbinger Asset Management, LLC, Elite Advisory Group, LLC, Foundations Investment Advisors, LLC, and C2P Enterprises.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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
CO
10/11/2023 - Present
Prosperity Capital Advisors (Arvada CO)
NY
05/03/2002 - 03/25/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
01/11/2002 - 03/04/2002
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 02/12/2016
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 07/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/16/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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