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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Brittain Martin is a financial advisor registered with Cetera Investment Advisers LLC. Mackenzie has been a financial advisor for over 16 years. Mackenzie Brittain Martin is also licensed to provide financial services under her DBA, Catalyst Advisory Group, and her DBA, North Star Resource Group. Mackenzie is a registered Investment Advisor in Oregon and holds several securities licenses, including Series 6, Series 7, Series 63, Series 65, and Series 66. Mackenzie Brittain Martin's specialties include financial planning, portfolio management, and education seminars. Mackenzie works primarily with individuals and families, corporations, 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
OR
09/05/2023 - Present
Cetera Investment Advisers LLC (West Linn OR)
OR
01/05/2010 - 09/06/2023
INDEPENDENT FINANCIAL GROUP, LLC (West Linn OR)
OR
10/03/2006 - 01/07/2010
CRI SECURITIES, LLC (PORTLAND OR)
OR
10/03/2006 - 01/07/2010
SECURIAN FINANCIAL SERVICES, INC. (PORTLAND OR)
IA
Issued 02/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/03/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/02/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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