Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Holleran is a registered representative with Needham & Company, LLC, a broker-dealer registered with the Securities and Exchange Commission. Mackenzie has been in the securities industry since August 2019. Prior to joining Needham & Company, LLC, Mackenzie worked at BOFA SECURITIES, INC. Mackenzie holds the Series 63, 79TO, 86, and 87 licenses. Mackenzie's current registrations include California, Massachusetts, and New York.
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.
Securities research
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.
Pursuant to csa agreements
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NY
11/17/2023 - Present
Needham & Company, LLC (NEW YORK NY)
NY
08/17/2019 - 11/10/2023
BOFA SECURITIES, INC. (NEW YORK NY)
BC
Issued 11/08/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/15/2024
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 02/19/2024
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 08/17/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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