Matt McKenna
Financial Advisor Osaic Institutions
- Role
- Financial Advisor at Osaic
- Location
- West Orange, NJ, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
Experience
Financial Advisor
Jul 2025 — Present
Skills
- Series 63
- Fixed Annuities
- Series 7
- Iras
- 403 B
- 401k Rollovers
- Estate Planning
- Wealth Management
- Retirement Income Strategies
- Asset Allocation
- Mutual Funds
- Defined Benefit
- Investments
- 403b Plans
- Financial Services
- Defined Benefit Plans
- 401k
- Retirement Planning
- Investment Advisory
- Retirement
- 401k Plans
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