Unclaimed
Mackenzie Leigh Tice is a financial advisor with Ameriprise Financial Services, LLC, working in the Indianapolis, Indiana office. Mackenzie Leigh Tice has been in the industry since 2021 and has licenses for both securities and investment advisory services. The advisor is registered in Indiana as a Registered Representative and Investment Advisor Representative. Mackenzie Leigh Tice has passed the Series 7TO, Series 66 and SIE exams.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
1
2
IN
07/03/2024 - Present
Ameriprise Financial Services, LLC (Indianapolis IN)
BOTH
Issued 07/02/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/10/2024
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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