Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKenzie is a registered representative with LPL Financial LLC and has been in the financial services industry for over 10 years. William McKenzie is a registered representative in the state of Georgia. William McKenzie is also a registered investment advisor representative in Georgia. William McKenzie has a Series 66 license, as well as Series 7 and SIE licenses. Prior to joining LPL Financial LLC, William McKenzie was with EDWARD JONES. William McKenzie has experience providing investment advice to individuals, businesses, and institutions.
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.
Consulting and other non-discretionary advisory services
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.
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GA
05/06/2024 - Present
LPL Financial LLC (SAINT SIMONS ISLAND GA)
GA
03/14/2014 - 05/07/2024
EDWARD JONES (ST SIMONS ISLAND GA)
BOTH
Issued 05/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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