Jennifer Mackenzie (CRD# 5670414) is an Investment Advisor Representative working at Principal Securities, Inc. in Petoskey, MI and has over 14 years of experience in the finance industry.
CRD# 4799866
Huntington Financial Advisors
CRD# 5189159
Edward Jones
CRD# 5454842
Principal Securities, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Principal Securities Inc. | Petoskey, MI | Mar 2018 - Current | 6 |
| Korthaseflinn | Petoskey, MI | May 2014 - Current | 9 |
| Principal Life Insurance Company | Petoskey, MI | Jul 2018 - Dec 2021 | 3 |
| Harbor Springs Iga | Harbor Springs, MI | Oct 2014 - Jul 2016 | 1 |
| Princor Financial Services Corporation | Boyne City, MI | Dec 2014 - Apr 2016 | 1 |
| Applebees | Petoskey, MI | May 2014 - Oct 2014 | < 1 |
| Craig Simmons State Farm | Petoskey, MI | Jan 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2009 |
| S66 | NASAA Uniform Combined State Law Examination | May 2018 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MI
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Total Assets Under Management12,106MILLIONS
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Total Number of Accounts54,844ACCOUNTS
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Average Account Value$220,730
- A percentage of assets under your management
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- Pension consulting services
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