Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shanna? Claim Your ProfileShanna McKenna is a financial professional with experience in the industry since 2014. Shanna is currently registered with Charles Schwab & CO., Inc. and has worked with USAA FINANCIAL ADVISORS, INC. previously. Shanna holds several licenses, including Series 3, 7, 10, 24, 34, 51, 63, and 65. Shanna also holds the SIE license. Shanna's areas of specialization include Financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
AZ
05/26/2020 - Present
Charles Schwab & CO., Inc. (Phoenix AZ)
AZ
03/17/2014 - 05/24/2020
USAA FINANCIAL ADVISORS, INC. (PHOENIX AZ)
IA
Issued 11/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/03/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/01/2018
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/31/2017
Series 24 - General Securities Principal Examination
BC
Issued 05/02/2023
Series 34 - Retail Off-Exchange FOREX Examination
BC
Issued 07/19/2022
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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