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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 Grace Miller is a financial advisor at Pathstone. Mackenzie has been a registered representative in the financial industry since August 8, 2023. She is a licensed investment advisor representative in Washington state. She has a series 7TO, SIE and Series 66 license and has also passed the Uniform Combined State Law Examination. Mackenzie's primary office is located in Bellevue, Washington. She can also assist clients in Englewood, New Jersey. Mackenzie has worked in the industry at several financial firms including DA Davidson, Northwestern Mutual, and American Business Bank. Mackenzie's primary focus is working with high-net-worth individuals, corporations, investment companies, charitable organizations, and pooled investment vehicles. Mackenzie offers a wide array of financial planning services, including portfolio management, financial planning, educational seminars, and selection of other advisors.
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.
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.
Strategic management for diversified investment portfolios.
Family office services - expense management, bill pay, insurance advisory, concierge service, philanthropic advisory
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
01/22/2025 - Present
Pathstone (Bellevue WA)
BOTH
Issued 10/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/2023
Series 7TO - General Securities Representative Examination
BC
Issued 03/17/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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