Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Genevieve? Claim Your ProfileGenevieve McMaster is a financial advisor with Wealthpenn.comllc. Genevieve has been in the industry since 1985, and has a diverse background in financial services. Genevieve has held positions at several prominent financial institutions, including Morgan Stanley, Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Smith Barney Inc., and Lehman Brothers Inc. Genevieve is registered as a broker-dealer and investment advisor in several states, including Michigan, Texas, California, Florida, Illinois, Indiana, Massachusetts, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Mexico, North Carolina, North Dakota, Puerto Rico, Rhode Island, South Carolina, South Dakota, Utah, Washington, and Wisconsin. Genevieve specializes in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Genevieve is committed to helping clients achieve their financial goals.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
MI
12/12/2021 - Present
Wealthpenn.comllc (Bloomfield Hills MI)
MI
06/01/2009 - 07/19/2022
MORGAN STANLEY (BIRMINGHAM MI)
MI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BLOOMFIELD HILLS MI)
MI
03/31/1997 - 04/02/2007
MORGAN STANLEY DW INC. (BLOOMFIELD HILLS MI)
NY
07/31/1993 - 04/03/1997
SMITH BARNEY INC. (NEW YORK NY)
NY
04/17/1989 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/20/1985 - 05/13/1987
JOHN HANCOCK DISTRIBUTORS, INC.
IA
Issued 9/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/11/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/28/1997
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/1/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 12/16/1989
Series 7 - General Securities Representative Examination
BC
Issued 3/19/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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