Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mckenny? Claim Your ProfileMckenny Willis MacGill is a financial advisor who has been in the industry since July 29, 2002. Mckenny is currently registered with Truist Advisory Services, Inc. and has been with the firm since September 15, 2021. Before joining Truist Advisory Services, Inc. Mckenny was with WELLS FARGO CLEARING SERVICES, LLC. Mckenny has held several previous positions with other firms including WACHOVIA SECURITIES, LLC, M&T SECURITIES, INC., ALLFIRST BROKERAGE CORPORATION, HOEFER & ARNETT, INCORPORATED and again ALLFIRST BROKERAGE CORPORATION. Mckenny is a Registered Representative, holding Series 7 and Series 66 licenses. Mckenny has been providing financial advice to individuals, businesses, corporations and pension plans since the start of their career. Mckenny's practice specializes in retirement planning, financial planning, portfolio management and financial profiling services.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
MD
09/15/2021 - Present
Truist Advisory Services, Inc. (BALTIMORE MD)
MD
12/05/2007 - 09/22/2021
WELLS FARGO CLEARING SERVICES, LLC (BALTIMORE MD)
MO
09/11/2003 - 12/31/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MD
05/01/2003 - 05/20/2003
M&T SECURITIES, INC. (BALTIMORE MD)
MD
12/17/2001 - 05/01/2003
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
CA
03/21/2001 - 10/01/2001
HOEFER & ARNETT, INCORPORATED (SAN FRANCISCO CA)
MD
05/30/2000 - 03/16/2001
ALLFIRST BROKERAGE CORPORATION (BALTIMORE MD)
BOTH
Issued 02/05/2009
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/07/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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