Shanna McKennaCRD Number: 6296644
Current Firm: Usaa Financial Planning Services
Shanna McKenna (CRD# 6296644) is an Investment Advisor Representative working at Usaa Financial Planning Services in Phoenix, AZ and has over 3 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Usaa Financial Planning Services||Phoenix, AZ||Apr 2014 - Current||3|
|Usaa Financial Advisors Inc.||Phoenix, AZ||Jan 2014 - Current||3|
|Usaa Property & Casualty Company||Phoenix, AZ||Oct 2012 - Apr 2014||1|
|University Of Phoenix||Phoenix, AZ||Jan 2010 - Oct 2012||2|
|Life Time Fitness||Tempe, AZ||Jul 2007 - Jan 2010||2|
|Bank Of America||Tempe, AZ||Mar 2007 - Jul 2007||< 1|
|Rt O'sullivans||Glendale, AZ||Jan 2007 - Mar 2007||< 1|
|Toyota Via Adecco||Phoenix, AZ||Jun 2006 - Jan 2007||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2014|
|S63||Uniform Securities State Law Examination||Apr 2014|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Financial planning services
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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