Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam McKenna is a financial advisor with over 40 years of experience in the financial services industry. William has been a Registered Representative since 1982, having started his career with Cigna Financial Advisors. William worked for several firms before joining Provenance Wealth Advisors in 2013. At Provenance Wealth Advisors, William specializes in providing financial planning and investment management services to individuals, families, and small businesses. William is also a Certified Financial Consultant. William's previous employers include Lincoln Financial Advisors Corporation, MML Investors Services, Inc., and Raymond James Financial Services. William is registered with the state of Florida, Georgia, Hawaii, Illinois, Michigan, North Carolina, and Ohio.
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.
Personalized portfolio management to meet individual financial objectives.
Portfolio consulting services
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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2
OH
04/08/2013 - Present
Provenance Wealth Advisors (MASON OH)
OH
08/30/2013 - 08/25/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (MASON OH)
OH
04/01/2013 - 09/03/2013
WALNUT STREET SECURITIES, INC. (MASON OH)
OH
11/06/2008 - 02/08/2013
LINCOLN FINANCIAL ADVISORS CORPORATION (CINCINNATI OH)
OH
01/18/2006 - 07/28/2008
MML INVESTORS SERVICES, INC. (CINCINNATI OH)
IN
07/31/1999 - 01/03/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
06/01/1998 - 01/03/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
03/10/1982 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 02/19/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/09/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1993
Series 7 - General Securities Representative Examination
BC
Issued 04/29/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 02/19/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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