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Portfolio Management for Individuals Advisors in West Palm Beach, Florida
104 Results
Unclaimed
location

West Palm Beach, FL

experience

41 Years Experience

0 Disclosures

ADVISOR BIO

William F. McKenna is an investment advisor representative at Morgan Stanley and has been in the financial industry for over 40 years. McKenna has a wealth of experience working with a diverse clientele, including high-net-worth individuals, corporations, and institutional investors. William's expertise includes financial planning, portfolio management, and investment advice. He holds several licenses and registrations, including Series 7 and Series 63. McKenna is a dedicated and experienced advisor committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Morgan Stanley | CFP ® (Certifications)

location

West Palm Beach, FL

experience

30 Years Experience

disclosure

4 Disclosures

ADVISOR BIO

William Arden Burnett is a financial advisor with over 25 years of experience in the financial services industry. William Burnett has been with Morgan Stanley since February 2017. William Burnett has been registered with FINRA since May 1994. William Burnett is also a Certified Financial Planner. William Burnett has previously worked with MBSC Securities Corporation and Northern Trust Securities, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Rivernorth Capital Management, LLC | CFA ® (Certifications)

location

WEST PALM BEACH, FL

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

William Allen Webb, Jr. is a Registered Representative (RR) with Rivernorth Capital Management, LLC. William has 21 years of experience in the securities industry. Prior to joining Rivernorth, William held positions at Deutsche Bank Securities Inc., PrimeVest Financial Services, Inc., ADM Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. William is a Chartered Financial Analyst (CFA) and holds the Series 3, 7, and 66 licenses. William Allen Webb, Jr. is registered with FINRA as an RR and with the State of Illinois as an Investment Advisor Representative (IAR).

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Morgan Stanley

location

West Palm Beach, FL

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Yue Shen is a registered representative with Morgan Stanley. Yue has been in the financial services industry since July 2014 and is currently registered with the state of Florida and Texas. Yue also holds Series 66, Series 7, and SIE licenses. Yue's areas of specialization include retirement planning, investment planning, college savings, insurance and estate planning. Yue's current employment is with Morgan Stanley and they are located in West Palm Beach, FL.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE