Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kenneth? Claim Your ProfileKenneth MacKenzie has been in the financial services industry since January 22, 1997. Kenneth is currently registered with Stifel, Nicolaus & Company, Inc. in Pennsylvania and Texas. Kenneth has previously worked at RYAN BECK & CO., A. G. EDWARDS & SONS, INC., and MORGAN STANLEY DW INC. Kenneth holds several industry licenses including Series 7, Series 31, Series 63, and Series 65, and he is a registered representative and investment advisor in several states. Kenneth has been specializing in financial planning and portfolio management for individuals, businesses, and pooled investment vehicles.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
01/12/2020 - Present
Stifel, Nicolaus & Company, Inc. (CENTER VALLEY PA)
PA
01/27/2006 - 07/10/2007
RYAN BECK & CO. (BETHLEHEM PA)
MO
08/31/2001 - 02/01/2006
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
11/25/1996 - 07/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 12/19/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 11/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Kenneth MacKenzie is the right advisor for you? Invested Better is here to help.
