Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Freestone Capital Management, LLC

location

SEATTLE, WA

0 Disclosures

ADVISOR BIO

Mckenzie Adeline Granston is an Investment Advisor Representative at Freestone Capital Management, LLC. Mckenzie has been registered with the state of Washington since November 10, 2022, and has a Series 65 license. Mckenzie has worked in the financial services industry since July 2020. Before joining Freestone Capital Management, LLC, Mckenzie held positions at various organizations, including Getty Images, University of Washington, Bill and Melinda Gates Investments Group, Nordstrom, Farouche Salon, Eastside Tennis Center, and Lake Washington High School. Mckenzie specializes in advising individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mckenzie Arrott Hall is a Registered Representative and Investment Advisor Representative with Vanguard Advisers, Inc. Mckenzie has been in the securities industry since July 2021. Mckenzie is registered with FINRA, the state of Arizona, Michigan and Texas. Mckenzie has passed the Series 7TO, SIE, and Series 66 exams. McKenzie is affiliated with the Scottsdale, AZ branch of Vanguard Advisers, Inc..

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

RAPID CITY, SD

experience

1 Years Experience

0 Disclosures

ADVISOR BIO

Mckenzie Kaye Anderson is a registered representative with RBC Capital Markets, LLC. Mckenzie has been working in the financial industry since 2013 and holds the Series 66, Series 7TO, and SIE licenses. Mckenzie specializes in working with individuals, families, businesses, pension and profit-sharing plans, and charitable organizations.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Gregory J. Schwartz & CO., Inc.

location

BLOOMFIELD HILLS, MI

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Mckenzie Hess Burns is a registered representative with Gregory J. Schwartz & CO., Inc. Mckenzie holds the Series 7TO, Series 63 and SIE licenses. Mckenzie's registration began in 2021 and is currently active. Mckenzie is licensed in Michigan.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Chicago, IL

0 Disclosures

ADVISOR BIO

Mckenzie Lee Johnson is an investment advisor representative at Creative Planning. Mckenzie has been in the financial services industry since 2005. Mckenzie has a Series 6, Series 7, Series 66 and SIE. Mckenzie is registered in Colorado, Illinois and Texas. Mckenzie is dedicated to helping clients reach their financial goals. Creative Planning is a firm that specializes in providing financial advice to individuals, families, and businesses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Lido | CFP ® (Certifications)

location

FORT WORTH, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Mckenzie Keetch is a financial advisor currently registered with Lido Advisors, LLC and has been in the industry for over 4 years. Mckenzie has passed Series 63, Series 7TO, and the SIE exams, and is also a Certified Financial Planner. Mckenzie has experience working with a variety of clients, including individuals, corporations, and charitable organizations. Mckenzie has a strong understanding of the financial planning process and is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Epiq Capital Group, LLC | CFP ® (Certifications)

location

Dallas, TX

0 Disclosures

ADVISOR BIO

Mckenzie Frances Paquette is an Investment Advisor Representative at Epiq Capital Group, LLC. Mckenzie Frances Paquette has been a registered Investment Advisor since January 4, 2021. Mckenzie Frances Paquette has been in the financial industry since November 2013. Mckenzie Frances Paquette has a Series 65 license, which is the Uniform Investment Adviser Law Examination. Mckenzie Frances Paquette is also a Certified Financial Planner. Mckenzie Frances Paquette has experience in portfolio management for businesses, individuals, and pooled investment vehicles. Mckenzie Frances Paquette also offers financial planning and selection of other advisors.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Prime Capital Financial

0 Disclosures

ADVISOR BIO

Mckynzie Ritchie is a Registered Investment Advisor with Prime Capital Financial. Mckynzie specializes in various areas including retirement planning, financial planning, investment management, and portfolio management. Mckynzie works with individuals, families, businesses, charitable organizations, and retirement plans. Mckynzie's career in the financial services industry began in 2014.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
QUALIFIED RETIREMENT PLAN SERVICES, CONSULTING SERVICES, CO-ADVISORY, SELECTION OF SUB-ADVISORS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Hsbc Securities (usa) Inc.

location

NEW YORK, NY

experience

15 Years Experience

0 Disclosures

ADVISOR BIO

Md Sazzad Hossain is a financial advisor with over 15 years of experience in the industry. Md Sazzad Hossain is currently registered with HSBC Securities (USA) Inc. in New York, New York. Md Sazzad Hossain has held previous roles with Citizens Securities, Inc. and Key Investment Services LLC.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
PROVIDE ASSET ALLOC RECOMMENDATIONS & BASED UPON SUCH RECOMMENDATIONS 3RD PARTY ADV TO MANAGE ASSETS PURSUANT TO CLIENT APPROVAL
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Heritage Wealth Advisors

location

SEWICKLEY, PA

0 Disclosures

ADVISOR BIO

Meagan Elizabeth Roberts is an Investment Advisor Representative at Heritage Wealth Advisors. Meagan has been with Heritage Wealth Advisors since October 2021. Prior to that, Meagan worked at PricewaterhouseCoopers from January 2014. Meagan is registered with the state of Pennsylvania. Meagan is also registered with the firm in the state of Pennsylvania.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
TAX PREPARATION
Portfolio Management for Pooled Investment Vehicles

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