Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Ortega is a financial professional with over 10 years of experience in the industry. Mackenzie currently holds active registrations in both Florida and Georgia. She is a registered representative of LPL Enterprise, LLC, where she provides financial planning and portfolio management services for individuals and businesses. Mackenzie's specializations include insurance, retirement planning, and investments. She has experience in the Medicare and General Health sectors.
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.
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.
A percentage of the total value of assets under management is charged.
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FL
11/18/2024 - Present
LPL Enterprise, LLC (MIAMI FL)
BOTH
Issued 02/22/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2024
Series 7TO - General Securities Representative Examination
Active
Inactive
F
FINRA
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