Unclaimed
Kevin McKenna is a registered representative at City National Rochdale, where Kevin has been employed since June 2021. Kevin is also a licensed investment advisor representative in New York. Kevin has been in the securities industry since June 2019. Kevin has passed the General Securities Representative Examination (Series 7), Securities Industry Essentials Examination (SIE), and the Uniform Combined State Law Examination (Series 66). Kevin is a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investor Protection Corporation (SIPC).
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.
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.
Strategic management for diversified investment portfolios.
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.
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2
NY
10/24/2022 - Present
City National Rochdale (NEW YORK NY)
BOTH
Issued 10/22/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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