Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Makenzie? Claim Your ProfileMakenzie Belnap is a financial advisor at Fidelity Personal and Workplace Advisors. Makenzie is registered to provide investment advice in 53 states and the District of Columbia. Makenzie has been working in the financial services industry since 2021. Makenzie is dedicated to providing her clients with personalized financial advice and guidance. Makenzie holds the Series 63, Series 7TO and the SIE licenses.
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.
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.
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.
1
2
VA
12/17/2024 - Present
Fidelity Personal AND Workplace Advisors (ARLINGTON VA)
BC
Issued 01/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2021
Series 7TO - General Securities Representative Examination
BC
Issued 01/07/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
Not sure Makenzie Belnap is the right advisor for you? Invested Better is here to help.
