Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald Kundai Zengeya is a financial professional registered with the state of Alabama as an Investment Advisor Representative. Gerald currently works with Oneascent Financial Services LLC and has been with the firm since June 2023. Previously, Gerald has worked with Wealth Stewards Inc. in Toronto, Canada and Portfolio Stewards, Inc. also located in Toronto. Gerald has a total of 24 years of experience in the financial services industry. Gerald is a Chartered Financial Analyst. Gerald specializes in providing financial advice and consulting to individuals, businesses, and charitable organizations. Gerald also offers financial planning, pension consulting, and educational seminars. In addition to his work with Oneascent Financial Services LLC, Gerald also serves as Chief Compliance Officer for Portfolio Stewards, Inc. and VP, Compliance and Business Optimization for Wealth Stewards Inc.
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.
Consulting
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.
1
2
NA
06/23/2023 - Present
Oneascent Financial Services LLC (Toronto )
Active
Inactive
Not sure Gerald Zengeya is the right advisor for you? Invested Better is here to help.
