Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kristen? Claim Your ProfileKristen MacKenzie is a financial advisor at LPL Financial LLC, based in Greenwood Village, Colorado. Kristen has been working in the financial industry since 2001 and holds several licenses and certifications, including the Series 6, 7, 63, and 65. Kristen has experience in various areas of financial advising, including portfolio management for individuals and businesses, financial planning, and pension consulting. Before joining LPL Financial, Kristen worked for TIAA-CREF Individual & Institutional Services, LLC, MetLife Securities Inc., Metropolitan Life Insurance Company, J. P. Morgan Advisors, Inc., and TIAA-CREF Individual & Institutional Services, Inc. Kristen is also active in the community and is committed to helping her clients 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
CO
09/12/2022 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
01/01/2007 - 07/17/2014
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (DENVER CO)
MA
11/10/2001 - 03/19/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/10/2001 - 03/19/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
04/05/2000 - 01/18/2001
J. P. MORGAN ADVISORS, INC. (NEW YORK NY)
NY
09/20/1994 - 04/12/2000
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, INC. (NEW YORK NY)
IA
Issued 09/09/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/27/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/26/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
BC
Issued 04/17/2013
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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