Unclaimed
Thane Andrew McKenzie is a financial professional with over 6 years of experience in the industry. Thane is currently registered with Valmark Securities, Inc. in Houston, Texas. Prior to joining Valmark Securities, Inc., Thane was associated with HORNOR, TOWNSEND & KENT, LLC, LPL FINANCIAL LLC and NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC. Thane holds the Series 66, Series 7, and SIE licenses.
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
TX
08/31/2021 - Present
Valmark Securities, Inc. (Houston TX)
TX
06/24/2019 - 08/31/2021
HORNOR, TOWNSEND & KENT, LLC (HOUSTON TX)
NJ
02/25/2015 - 07/13/2018
LPL FINANCIAL LLC (FAIRFIELD NJ)
NJ
12/15/2014 - 01/28/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (FAIRFIELD NJ)
BOTH
Issued 12/29/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Thane McKenzie is the right advisor for you? Invested Better is here to help.