Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mackenzie? Claim Your ProfileMackenzie Watson is a financial advisor with LPL Financial LLC. She provides financial planning, portfolio management and consulting services for individuals and businesses. Mackenzie has been in the financial services industry since 2021 and holds the Series 7TO, Series 66 and SIE licenses. Mackenzie is also a Certified Financial Planner. Mackenzie has extensive experience in the financial services industry and is committed to providing her clients with personalized financial advice and guidance.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
10/16/2024 - Present
LPL Financial LLC (ANNAPOLIS MD)
BOTH
Issued 12/09/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/06/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/06/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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