Shawna M. Moore
Professional summary
Shawna Marie-mckinney Moore, who also goes by Shawna Marie Jewell, Shawna Marie Mckinney, Shawna Mckinney, Shawna Marie Mckinney-jewell, Shawna Marie-mckinney Moore, is a registered financial advisor currently at MOORE WEALTH PARTNERS, LLC located in Glendale, Arizona.
Shawna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Shawna has worked at 10 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Shawna Marie-mckinney Moore's CRS (Customer Relationship Summary).
Certified licenses
Experience
October 25, 2023 - Present
MOORE WEALTH PARTNERS, LLC
Office #1: 7025 W Bell Rd Ste C9, Glendale, AZ 85308Office #2: 145 Bear Crossing Ste 148, Mt Juliet, TN 37122April 14, 2023 - April 30, 2024
IMPACT PARTNERSHIP WEALTH, LLC
July 18, 2019 - April 12, 2023
FOUNDATIONS INVESTMENT ADVISORS LLC
January 24, 2018 - March 21, 2018
TUCKER ASSET MANAGEMENT LLC
June 28, 2016 - May 19, 2017
BROOKSTONE CAPITAL MANAGEMENT LLC
February 4, 2016 - May 3, 2016
KNR WEALTH MANAGEMENT, INC.
January 23, 2004 - August 31, 2006
ALLSTATE FINANCIAL SERVICES, LLC
January 23, 2002 - September 18, 2003
METROPOLITAN FINANCIAL SERVICES, INC.
February 21, 2001 - September 18, 2003
METROPOLITAN INVESTMENT SECURITIES, INC.
January 17, 2001 - February 20, 2001
LEGACY FINANCIAL SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/25/2023)
(11/21/2023)
(10/7/2024)
(9/20/2024)
Exams
Current Firm
MOORE WEALTH PARTNERS, LLC
CRD#: 328027 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 83 |
| AUM (Assets Under Management) | $ 27,185,000 |
Red Flags
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