Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames McKenna is a registered representative and investment advisor representative. James McKenna has been in the securities industry for over 2 years. James McKenna is currently registered with Cetera Investment Advisers LLC in South Carolina. Previously, James McKenna was registered with SECurian Financial Services, Inc. and MML Investors Services, LLC. James McKenna holds a Series 66, Series 7TO, and SIE. James McKenna has been employed by CETERA ADVISOR NETWORKS LLC, CETERA INVESTMENT ADVISERS LLC, Shoemaker Financial - Capital Management, Minnesota Life Insurance Co, Securian Financial Services Inc, Middle/High School, University of South Carolina, Enterprise Rent-A-Car, Mass Mutual Life Insurance Company, and MML Investors Services, LLC. James McKenna is also an agent/broker for Shoemaker Financial, selling fixed insurance.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (MT PLEASANT SC)
SC
09/02/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Mt Pleasant SC)
SC
09/25/2021 - 08/26/2022
MML INVESTORS SERVICES, LLC (CHARLESTON SC)
BOTH
Issued 3/3/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 9/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 8/24/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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