Unclaimed
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 over 20 years of experience in the industry. McKenna is registered with Cetera Investment Advisers LLC and holds Series 6, 7, 63, 65, and SIE licenses. McKenna specializes in providing financial planning and investment advice to individuals, businesses, and retirement plans. McKenna has a strong track record of helping clients achieve their financial goals.
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
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 04/02/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/16/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Mckenna Stephens is the right advisor for you? Invested Better is here to help.
