Jami L. Mackenzie
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jami Lea Mackenzie, who also goes by Jami Lea Burchinal, Jami Lee Burchinal, was a registered financial professional .
Jami is a previously registered financial professional and started their career in finance in 1984. Jami had worked at 6 firms and has passed the SIE, Series 55 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
January 28, 2004 - January 20, 2016
MOUNT YALE SECURITIES, LLC
May 12, 2003 - December 31, 2003
PFS INVESTMENTS INC.
June 4, 1993 - March 12, 2001
PORTFOLIO BROKERAGE SERVICES, INC.
December 11, 1986 - October 24, 1990
R.B. MARICH, INC.
November 7, 1984 - March 22, 1985
NIELSON AND CLARK INC.
April 24, 1984 - November 26, 1984
WALFORD, DEMARET & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 55
Date: 4/29/2000
Limited Representative-Equity Trader ExamCurrent Firm
MOUNT YALE SECURITIES, LLC
CRD#: 126870 / SEC#: , 8-65921
Contact information
Documents
Disclosures
| Regulatory Event | 1 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
