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MB

Mackenzie L. Becker

BESSEMER INVESTOR SERVICES
WEST PALM BEACH, FL 33401
Some features on this profile are disabled
CRD#: 7148464
MB

Professional summary


Mackenzie Leigh Becker, who also goes by Mackenzie Leigh Zielinski, Mackenzie Zielinski, is a registered financial professional currently at BESSEMER INVESTOR SERVICES, INC. located in West Palm Beach, Florida.

Mackenzie is registered as a RR (Registered Representative) and started their career in finance in 2019. Mackenzie has worked at 4 firms and has passed the Series 63, Series 65, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mackenzie Leigh Zielinski | Mackenzie Zielinski

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Mackenzie Leigh Becker's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 4, 2022 - Present

BESSEMER INVESTOR SERVICES, INC.

Office #1: 180 Lakeview Avenue Suite 1400, West Palm Beach, FL 33401
BD
CRD#: 17442
WEST PALM BEACH, FL
Past

January 4, 2021 - September 1, 2021

GOLDMAN SACHS & CO. LLC

BD
CRD#: 361
DALLAS, TX
Past

March 17, 2020 - January 4, 2021

MERCER ALLIED COMPANY, L.P.

BD
CRD#: 37404
DALLAS, TX
Past

September 25, 2019 - September 1, 2021

GOLDMAN SACHS WEALTH SERVICES, L.P.

RIA
CRD#: 106693
DALLAS, TX

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(1/4/2022)
RR
New York
(2/25/2022)

Exams


State Security Law Exam
RR
Series 63
Date: 6/12/2020
Uniform Securities Agent State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/17/2020
General Securities Representative Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


BI
BESSEMER INVESTOR SERVICES, INC.
BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442 / SEC#: , 8-35199

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Mailing Address
1271 Avenue Of The Americas 46 Floor, New York, NY 10020
Phone number
(212) 708-9100
Established
Delaware since 04/07/1983
Firm type
Corporation
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (53 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BESSEMER TRUST COMPANY, N.A.SHAREHOLDER
BOYLE, PATRICK SIDNEYSENIOR VICE PRESIDENT2472066
GLOWACKI, JEFF JOSEPHDIRECTOR/SENIOR VICE PRESIDENT2942946
GUPTA, RITUCHIEF COMPLIANCE OFFICER/ASSISTANT SECRETARY5059699
MARQUEZ, MICHAEL ALLENDIRECTOR/PRESIDENT4413060
MCBRIDE, TIMOTHY SEANSENIOR VICE PRESIDENT2554176
PEDROSO, ARTURO GUSTAVOSENIOR VICE PRESIDENT5161708
SCHLUSSELBERG, BRIAN SCOTTSENIOR VICE PRESIDENT4716582
SLOAN, BENJAMIN PERRYSENIOR VICE PRESIDENT4243057
SYMINGTON, JANE REILLYSENIOR VICE PRESIDENT2520317
TRIMARCO MIRANDO, DIANAASSISTANT TREASURER/ASSISTANT FINANCIAL & OPERATIONS PRINCIPAL5714209
YAWORSKY, GEORGE M.TREASURER/FINANCIAL & OPERATIONS PRINCIPAL6425195

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BESSEMER INVESTOR SERVICES, INC.

CRD#: 17442West Palm Beach, FL 33401

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