Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makenzie? Claim Your ProfileMakenzie Allynn Brown is a registered representative with Charles Schwab & CO., Inc. Makenzie is registered with the state of Indiana and has been in the industry since August 9, 2021. Makenzie has passed the Series 63, Series 66, Series 7TO and the SIE exams. Makenzie has been employed with Charles Schwab & CO., Inc. since September 2020 and has a branch office location in Indianapolis, IN. Makenzie is also involved with the North Clay Middle School Cadet Corps as a choreographer.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
IN
06/09/2023 - Present
Charles Schwab & CO., Inc. (Indianapolis IN)
BOTH
Issued 06/07/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/27/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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