Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Abbate is a registered investment advisor representative at Equity Services, Inc., licensed in Virginia. Mackenzie has been in the industry since 2013 and holds the Series 65 license. Mackenzie has experience working with high-net-worth individuals, corporations, and pension plans. Mackenzie specializes in financial planning, portfolio management, and insurance. Mackenzie is also involved in promoting financial literacy through The Millennial Brothers LLC.
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.
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.
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VA
08/20/2024 - Present
Equity Services, Inc. (FAIRFAX VA)
IA
Issued 02/08/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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