Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie LeBlanc is a financial advisor with Tolleson Private Wealth Management. Mackenzie has been in the financial industry since 2016 and holds the Series 7, Series 66, and SIE licenses. Mackenzie is also a Chartered Financial Analyst. Prior to joining Tolleson Private Wealth Management, Mackenzie worked at UBS Financial Services and Atlantic Trust Private Wealth Mangement. Mackenzie specializes in providing investment advice to high-net-worth individuals, pooled investment vehicles, 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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Investment due diligence and monitoring
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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TX
04/18/2022 - Present
Tolleson Private Wealth Management (DALLAS TX)
TX
04/11/2016 - 03/25/2022
UBS FINANCIAL SERVICES INC. (DALLAS TX)
BOTH
Issued 06/09/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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