Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerald? Claim Your ProfileGerald McKeon is a financial advisor with over 20 years of experience in the industry. He has held several positions at prominent firms including Equity Services, Inc., INSPHERE SECURITIES, INC., SIGNATOR FINANCIAL SERVICES, INC., SIGNATOR INVESTORS, INC., and ROYAL ALLIANCE ASSOCIATES, INC. Gerald is currently registered with Oneamerica Securities, Inc. and holds a Series 6, Series 63, and SIE license. Gerald McKeon's areas of expertise include Financial Planning, Portfolio Management for Individuals and Businesses, and Pension Consulting.
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.
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
IN
07/29/2020 - Present
Oneamerica Securities, Inc. (INDIANAPOLIS IN)
CA
11/02/2018 - 08/05/2020
ROYAL ALLIANCE ASSOCIATES, INC. (Whittier CA)
CA
12/28/2015 - 11/02/2018
SIGNATOR INVESTORS, INC. (Whittier CA)
CA
09/17/2010 - 12/28/2015
SIGNATOR FINANCIAL SERVICES, INC. (Whittier CA)
CA
07/23/2007 - 09/01/2010
INSPHERE SECURITIES, INC. (WHITTIER CA)
CA
01/25/1999 - 08/10/2007
EQUITY SERVICES, INC. (WHITTIER CA)
BC
Issued 02/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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