Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott Arthur MacKenzie is an experienced financial advisor, working in the financial industry since 2009. Scott is currently registered with OneAscent Financial Services LLC, a firm with a focus on providing financial guidance and services for individuals and families, businesses, and retirement plans. Scott has experience with a wide variety of financial products and services, including fixed insurance, investment advisory services, and portfolio management. Scott is dedicated to helping clients achieve their financial goals.
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.
Consulting
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
NJ
12/27/2018 - Present
Oneascent Financial Services LLC (Andover NJ)
NJ
11/14/2014 - 05/02/2016
LPL FINANCIAL LLC (NEWTON NJ)
NJ
10/06/2010 - 11/17/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPARTA NJ)
NJ
07/06/2009 - 06/01/2010
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (SUMMIT NJ)
BOTH
Issued 07/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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