Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenzie? Claim Your ProfileMckenzie Anne Keetch is a financial advisor with LPL Financial LLC. McKenzie has been in the industry since October 2020. McKenzie is registered with the state of Texas as an Investment Advisor Representative, and has been registered with the state of Texas as a Registered Representative since April 2024. McKenzie holds the Series 63, Series 7TO, and SIE exams. McKenzie is also a Certified Financial Planner. Previously McKenzie was with Lincoln Financial Advisors Corporation and Fidelity Brokerage Services LLC.
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.
Strategic management for diversified investment portfolios.
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
TX
09/24/2024 - Present
Lido (Dallas TX)
TX
10/29/2020 - 04/29/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WORTH TX)
TX
10/01/2020 - 10/13/2020
FIDELITY BROKERAGE SERVICES LLC (WESTLAKE TX)
BC
Issued 10/9/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2020
Series 7TO - General Securities Representative Examination
BC
Issued 9/24/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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