Unclaimed
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.
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.
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.
1
2
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)
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
Active
Inactive
F
FINRA
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