Company Information

Get to know McKenzie Paul and Associates

McKenzie Paul and Associates positions itself as a financial advisory and wealth management firm dedicated to providing comprehensive financial planning and investment strategies. The company claims to serve a diverse clientele, including expatriates, international workers, and high-net-worth individuals, by offering services such as retirement planning, education fee planning, and portfolio management. Their stated mission is to help clients achieve their long-term financial goals through personalized and holistic financial advice.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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McKenzie Paul and Associates

United States

Founded in

2004 (22 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.