Unclaimed
Mackenzie E Marshall flynn is a registered representative of LPL Financial LLC. Mackenzie E Marshall flynn has been in the industry since October 18, 2010. Mackenzie E Marshall flynn is licensed in 27 states. Mackenzie E Marshall flynn has 2 state exam registrations. Mackenzie E Marshall flynn also holds two product exams, including the SIE and Series 7. Mackenzie E Marshall flynn is a registered representative with LPL Financial LLC in HUDSON, Ohio.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OH
09/04/2013 - Present
LPL Financial LLC (HUDSON OH)
BOTH
Issued 05/21/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/20/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2013
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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