Unclaimed
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 an active investment advisor representative and registered representative based in West Linn, Oregon. Mackenzie is associated with Cetera Investment Advisers LLC and has been working in the financial services industry since October 2006. Mackenzie has been registered with Cetera Investment Advisers LLC since September 2023. Previously, Mackenzie was registered with INDEPENDENT FINANCIAL GROUP, LLC and CRI SECURITIES, LLC. Mackenzie has a wide range of experience providing financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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 2/13/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/3/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/24/2010
Series 7 - General Securities Representative Examination
BC
Issued 10/2/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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