Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Scott? Claim Your ProfileScott McKenzie is a financial advisor with Truist Advisory Services, Inc. Scott has been in the industry since 2001 and has experience in providing financial planning, portfolio management, and other financial services to individuals, families, and businesses. Scott has worked for several prominent firms during their career, including Merrill Lynch, Wells Fargo Advisors, and AXA Advisors. Scott holds the Series 6, 7, 63, and 66 securities licenses and is registered in several states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
GA
12/10/2019 - Present
Truist Advisory Services, Inc. (ALPHARETTA GA)
GA
09/02/2011 - 09/18/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ATLANTA GA)
GA
04/09/2007 - 09/07/2011
WELLS FARGO ADVISORS, LLC (MARIETTA GA)
NY
06/01/2005 - 05/18/2006
AXA ADVISORS, LLC (NEW YORK NY)
NY
01/12/2001 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
BOTH
Issued 05/22/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/17/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 01/11/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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