Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Howe is a registered investment advisor representative at Oppenheimer & Co. Inc., a firm with over $1 billion in assets under management. Mackenzie has been in the industry since 2021 and holds both Series 7 and Series 66 licenses. Mackenzie specializes in providing financial planning and portfolio management services to individuals and businesses. Mackenzie is also a youth lacrosse coach for Granite State Elite Lacrosse.
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.
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.
Earned based on transactions or products sold.
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.
1
2
MA
05/25/2021 - Present
Oppenheimer & Co. Inc. (BOSTON MA)
BOTH
Issued 5/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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