Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Stamatia? Claim Your ProfileStamatia Athina MacKin is a financial advisor with over 12 years of experience in the industry. Stamatia Athina MacKin is currently registered with Morgan Stanley in Beverly Hills, California. Stamatia Athina MacKin has been registered with Morgan Stanley since February 2017. Prior to joining Morgan Stanley, Stamatia Athina MacKin was employed at J.P. Morgan Securities LLC and UBS Financial Services Inc. Stamatia Athina MacKin holds a Series 66, Series 7, Series 4, Series 10 and Series 9 licenses. Stamatia Athina MacKin is a licensed advisor in 53 states and holds investment advisor licenses in 2 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.
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
CA
02/15/2017 - Present
Morgan Stanley (Beverly Hills CA)
CA
03/29/2010 - 03/06/2017
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
04/04/2005 - 03/25/2010
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
BOTH
Issued 03/06/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/02/2016
Series 4 - Registered Options Principal Examination
BC
Issued 10/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/04/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Stamatia MacKin is the right advisor for you? Invested Better is here to help.
