Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Luc? Claim Your ProfileLuc MacKenzie is a financial advisor at Fidelity Personal and Workplace Advisors. Luc is a Certified Financial Planner with over 6 years of experience in the financial services industry. Luc has extensive experience in financial planning and portfolio management for individuals and businesses. Luc is registered to provide investment advice in Oregon and Texas. Luc has passed the Series 63, 65, 7, 9, 10 and SIE exams. Luc is also registered with FINRA and the state of Oregon.
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.
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OR
04/24/2023 - Present
Fidelity Personal AND Workplace Advisors (BEAVERTON OR)
IA
Issued 11/17/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/01/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/13/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/17/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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