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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenna? Claim Your ProfileMckenna Lyn Stephens is a financial advisor with Cetera Investment Advisers LLC, a firm that offers financial planning, pension consulting, and portfolio management services. Mckenna has been in the financial services industry since 2003 and is registered with FINRA and the state of Arizona. Mckenna is also a Certified Financial Planner. Mckenna has experience working with a variety of clients, including individuals, businesses, and charitable organizations. Mckenna is committed to providing her clients with personalized financial advice and guidance.
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.
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2
AZ
08/10/2023 - Present
Cetera Investment Advisers LLC (SCOTTSDALE AZ)
CA
07/23/2004 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (San Diego CA)
CA
07/23/2004 - 10/19/2021
CRI SECURITIES, LLC (SAN DIEGO CA)
PA
05/19/2003 - 07/13/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IA
Issued 4/2/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 5/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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