Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Zajec is a financial advisor with Avantax Advisory Services. Mackenzie has been in the industry since 2008 and is licensed to provide financial advice in Arizona, Minnesota, Nevada, Ohio, West Virginia, and Wisconsin. Mackenzie is also registered as an Investment Advisor Representative in Wisconsin. Mackenzie holds the Series 66 and Series 7 licenses and the SIE designation. Mackenzie offers financial planning services, pension consulting, and educational seminars to individuals, businesses, and pension and profit-sharing plans.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
WI
04/12/2019 - Present
Avantax Advisory Services (New Richmond WI)
MN
10/08/2008 - 03/22/2019
CETERA ADVISOR NETWORKS LLC (LAKE ELMO MN)
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Mackenzie Zajec is the right advisor for you? Invested Better is here to help.
