Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eddie? Claim Your ProfileEddie Joe McGee is an investment advisor representative registered with Smith & Wyatt. Eddie has been in the industry since March 2003. Eddie has a Series 65 license and has completed the Uniform Investment Adviser Law Examination. Eddie specializes in providing investment advice to individuals and has experience in the financial services industry, including insurance sales and investment management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Solicitor
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set up fee
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2
CA
03/18/2024 - Present
Smith & Wyatt (Chula Vista CA)
IA
Issued 06/22/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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