Unclaimed
Mackenzie Alex Kusch is an Investment Advisor Representative with Equitable Advisors, LLC. Mackenzie has been in the financial services industry for over 10 years and holds both Series 7 and Series 66 securities licenses. Mackenzie is registered in 18 states, including Connecticut, Delaware, District of Columbia, Florida, Maine, Maryland, Missouri, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Texas, Vermont, and Virginia. Mackenzie's experience, licenses and registrations show a commitment to providing a full range of financial services to individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
CT
09/22/2021 - Present
Equitable Advisors, LLC (BROOKFIELD CT)
MA
05/30/2012 - 12/11/2013
LPL FINANCIAL LLC (WINTHROP MA)
BOTH
Issued 10/30/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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