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Corrinne Marie McKenna is an Investment Advisor Representative at Ellevest in Fort Pierce, Florida. Corrinne McKenna has been registered with FINRA for 0 years. Corrinne McKenna is also a Certified Financial Planner. Corrinne McKenna has passed 0 state securities law exams, 0 industry/product exams, and 0 principal exams. Corrinne McKenna is registered with the following states: Florida, New York, and Texas. Corrinne McKenna specializes in working with individuals, families, charitable organizations, and retirement plans. Corrinne McKenna has experience providing financial planning services, educational seminars, and portfolio management for individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning workshops; 1:1 consulting
1
2
FL
05/12/2023 - Present
Ellevest (Fort Pierce FL)
Active
Inactive
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