Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenzie? Claim Your ProfileMckenzie Bergen Otis is a financial professional with experience in the securities industry. Mckenzie is registered with the state of California and is currently employed with MMA Securities LLC. Previously, McKenzie was registered with Fidelity Brokerage Services LLC. Mckenzie has passed the Series 63, Series 7TO and SIE exams.
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.
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.
Advisory services to retirement plan participants
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.
Based on assets under advisement or per capita
1
2
CA
06/03/2022 - Present
MMA Securities LLC (San Diego CA)
CA
09/09/2020 - 05/02/2022
FIDELITY BROKERAGE SERVICES LLC (SAN DIEGO CA)
BC
Issued 01/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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