Jenny McBee
Director of Marketplace Solutions @ AE Wealth Management | Chartered Financial Analyst
- Role
- Director of Marketplace Solutions at Ae Wealth Management
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Jenny McBee
Series 7, 63 and 65 Designations Chartered Financial Analyst
Experience
Director of Marketplace Solutions
Oct 2025 — Present · Lenexa, KS, US
Education
The University of Kansas
Bachelor of Science (B.S.), Finance
2001 — 2005
Skills
- Retirement Planning
- 401k
- Investment Advisory
- Wealth Management
- Retirement
- Asset Management
- Portfolio Management
- Relationship Management
- Investments
- Asset Managment
- Series 7
- Investment Strategies
- Alternative Investments
- Insurance
- Financial Services
- Fixed Annuities
- Series 63
- Asset Allocation
- Mutual Funds
- Strategic Planning
- Securities
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