Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Macie? Claim Your ProfileMacie Rochelle House is a financial advisor who has been in the industry since 1994. Macie is currently registered with Robert W. Baird & Co. Inc. in Oregon and Utah. Previously, Macie was a registered representative with Pacific Crest Securities LLC in Oregon. Macie is licensed to sell securities in Oregon and Utah and also provides investment advisory services. Macie holds a Series 7, 63, 65 and SIE license. Macie's areas of expertise include portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Macie also offers financial planning services.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
IL
07/25/2024 - Present
Robert W. Baird & Co. Inc. (CHICAGO IL)
OR
12/07/1994 - 03/02/2015
PACIFIC CREST SECURITIES LLC (PORTLAND OR)
BC
Issued 12/20/2017
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2017
Series 79 - Investment Banking Registered Representative Examination
BC
Issued 12/06/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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