Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenna? Claim Your ProfileMckenna Leigh Wieser is a financial advisor at Fruitful. Mckenna has been a registered investment advisor representative since 2017, and has been a Certified Financial Planner since 2018. Mckenna has experience working with clients in a variety of industries, including insurance companies, banking or thrift institutions, and pension and profit-sharing plans. Mckenna also has experience working with individuals other than high net worth. Mckenna is a licensed financial advisor in California and New York.
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.
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.
1
2
NY
12/18/2023 - Present
Fruitful (NEW YORK NY)
CO
08/09/2017 - 04/24/2023
CHARLES SCHWAB & CO., INC. (Boulder CO)
BOTH
Issued 09/18/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/30/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Mckenna Wieser is the right advisor for you? Invested Better is here to help.
