Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenna? Claim Your ProfileMckenna Rose Duncan is a financial advisor registered with Realized Financial, Inc. Mckenna is a registered investment advisor representative in Texas and holds the Series 63, 65 and 7TO licenses. Mckenna provides financial planning services and portfolio management for individuals and other Registered Investment Advisors and Broker Dealers.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Portfolio management for other ria and bd
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.
A percentage of the total value of assets under management is charged.
Financial planning fees and reallowances
1
2
TX
02/09/2022 - Present
Realized Financial, Inc. (AUSTIN TX)
TX
03/16/2021 - 02/15/2022
EQUITABLE ADVISORS, LLC (AUSTIN TX)
IA
Issued 09/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/28/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/30/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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