Jonathan McKinzieCRD Number: 5954282
Current Firm: Msi Financial Services, Inc.
Compensation Model: Both
Jonathan McKinzie (CRD# 5954282) is an Investment Advisor Representative working at Msi Financial Services, Inc. in Camp Hill, PA and has over 5 years of experience in the finance industry.
Northwestern Mutual Investment Services,llc
Royal Alliance Associates, Inc.
Red Wave Investments
|MassMutual||Camp Hill, PA||Jul 2016 - Current||1|
|MSI||Camp Hill, PA||Jul 2011 - Current||6|
|Exam Code||Name||Passed Date|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Aug 2011|
|S63||Uniform Securities State Law Examination||Sep 2012|
|S65||NASAA Investment Advisors Law Examination||Jun 2013|
Total Assets Under Management13,804MILLIONS
Total Number of Accounts105,831ACCOUNTS
Average Account Value$130,432
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Jonathan T. McKinzie LUTCF® is a registered representative of and offers securities, investment advisory, and financial planning services through MSI Financial Services, Inc., Member SIPC, 4905 Tilghman Street, Suite 200, Allentown, PA 18104-9130, Tel: (610) 398-0100
MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.
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