Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shannon? Claim Your ProfileShannon Elizabeth McKean is a registered representative at MWA Financial Services Inc. in Omaha, Nebraska. Shannon specializes in working with individuals, high-net-worth individuals, corporations, and charitable organizations. Shannon can provide a range of financial services including financial planning, portfolio management, and selection of other advisors. Shannon's experience and expertise allow her to provide customized solutions to meet her client's unique needs.
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.
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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NE
03/02/2023 - Present
MWA Financial Services Inc. (Omaha NE)
BC
Issued 01/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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