Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marvin? Claim Your ProfileMarvin Lee Mc kenzie, Jr. is a financial advisor with Ameriprise Financial Services, LLC. Marvin has been in the industry since 1984. Marvin is registered in 18 states, including Washington, Oregon, and Texas. He has a wide range of experience and certifications, including Series 6, 7, 22, 24, 63, and SIE licenses as well as the designation of Certified Financial Planner. He also has experience with real estate and owns a brew pub and restaurant. Marvin is committed to providing his clients with personalized financial advice and services.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
WA
01/01/1987 - Present
Ameriprise Financial Services, LLC (KENNEWICK WA)
MN
05/08/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
11/15/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/14/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/1996
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1985
Series 7 - General Securities Representative Examination
BC
Issued 03/15/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 11/14/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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