Invested Better
Unclaimed

Unclaimed

Unclaimed

Sean Donald MacKenzie

Truist Investment Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Sean? Claim Your Profile

About Sean Donald MacKenzie

Sean Donald MacKenzie is a financial advisor with Truist Investment Services, Inc. in Atlanta, GA. Sean has been in the financial services industry since July 27, 1999 and has experience with general securities representative activities. Sean is registered with FINRA and holds the Series 7, Series 63, and SIE exams.

Firm Information

Sean MacKenzie is currently registered with Truist Investment Services, Inc.. Truist Investment Services, Inc. is a corporation formed on November 27, 1985. It is registered with the SEC and in all 50 states, as well as Puerto Rico, the Virgin Islands, and the District of Columbia.

Not reported

Assets Under Management

Not reported

Total Clients

162

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Sean MacKenzie’s Registration & Firm History

GA

09/29/2023 - Present

Truist Investment Services, Inc. (ATLANTA GA)

NY

07/27/1999 - 01/26/2001

SALOMON SMITH BARNEY INC. (NEW YORK NY)

Not sure if Sean Donald MacKenzie is right for you?

Licenses & Designations

BC

Issued 09/29/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2023

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sean Donald MacKenzie.
Not sure if Sean Donald MacKenzie is right for you?