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JENNIFER MACKENZIE
JENNIFER LYNN MACKENZIE, JENNIFER L SHELDON, JENNIFER LYNN SHELDON
CRD#: 5670414
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Investment Adviser
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Broker
PRINCIPAL SECURITIES, INC.CRD#: 1137 327 W Mitchell St
Petoskey, MI 49770
Registration History
2010201220142016201820202022202420262 FIRMS2018 - Present (6 years)BPRINCOR FINANCIAL SERVICES COR... (CRD# 1137)2015 - 2016 (1 year)BFIFTH THIRD SECURITIES, INC. (CRD# 628)2011 - 2013 (2 years)BCHASE INVESTMENT SERVICES CORP. (CRD# 25574)2009 - 2011 (1 year)IAFIFTH THIRD SECURITIES, INC. (CRD# 628)2013 - 2013 (<1 year)
Disclosure(s)
View By:
3/9/2016
Financial
Final
License(s)

State Registrations

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Arizona 2/7/2023

B
Michigan 4/5/2018

B
Colorado 10/6/2022

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Michigan 5/8/2018

B
Florida 6/21/2018

B
New York 2/13/2020

B
Hawaii 10/8/2024

B
North Carolina 2/24/2022

B
Illinois 6/20/2018

B
Texas 2/23/2024

B
Maryland 7/24/2019

B
Washington 11/29/2022

B
Massachusetts 2/26/2024

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
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PRINCIPAL SECURITIES, INC. (CRD#:1137)
327 W Mitchell St, Petoskey, MI 49770
Registered with this firm since 5/8/2018

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PRINCIPAL SECURITIES, INC. (CRD#:1137)
327 W Mitchell St, Petoskey, MI 49770
Registered with this firm since 4/3/2018

Previous Registration(s)
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01/06/2015 - 04/07/2016 PRINCOR FINANCIAL SERVICES CORPORATION (CRD#:1137) Boyne City, MI
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05/06/2013 - 12/13/2013 FIFTH THIRD SECURITIES, INC. (CRD#:628) PETOSKEY, MI
B
09/19/2011 - 12/13/2013 FIFTH THIRD SECURITIES, INC. (CRD#:628) PETOSKEY, MI
B
06/11/2009 - 04/28/2011 CHASE INVESTMENT SERVICES CORP. (CRD#:25574) BOYNE CITY, MI
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.