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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Andrew MacKenzie is a financial advisor with Morgan Stanley. Scott has been in the industry since 1991 and is registered to provide both broker-dealer and investment advisory services. Scott's previous employers include Citigroup Global Markets Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Scott holds the Series 31, Series 63, Series 66 and Series 7 securities licenses. Scott is also a CERTIFIED FINANCIAL PLANNER™ professional. Scott is active in 44 states and provides various financial services, including portfolio management, financial planning and selection of other advisors.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
05/21/2014 - Present
Morgan Stanley (Syracuse NY)
NY
11/28/2008 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SYRACUSE NY)
NY
05/13/1991 - 12/02/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SYRACUSE NY)
BOTH
Issued 05/31/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/24/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 04/10/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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