Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Laurie? Claim Your ProfileLaurie McMackin is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Laurie has been in the industry since 2003 and has a strong track record of providing financial advice to individuals, corporations, and institutions. Laurie has held previous roles with Assetmark Capital Corporation, Legg Mason Wood Walker, Incorporated, Investors Capital Corp., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Deutsche Bank Securities Inc.. Laurie is licensed to provide securities and investment advisory services in multiple states including Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Indiana, Kansas, Kentucky, Maryland, Minnesota, Missouri, Montana, Nevada, New York, North Carolina, Ohio, Oregon, South Dakota, Texas, Utah, Virginia, and Washington.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
ID
08/25/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOISE ID)
CA
10/12/2005 - 11/08/2005
ASSETMARK CAPITAL CORPORATION (PLEASANT HILL CA)
MD
03/22/2004 - 08/04/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MA
01/14/2003 - 05/25/2004
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
NY
08/05/2002 - 09/24/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
02/22/2002 - 04/17/2002
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
BOTH
Issued 08/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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