Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Gerrond? Claim Your ProfileGerrond McKee is a financial advisor with Lifeway Financial Corp. based in Plano, TX. Gerrond has been working in the financial industry since July 2009. Gerrond is registered with the state of Texas and has a Series 65 license. Gerrond is a Certified Financial Planner and focuses on financial planning and portfolio management for individuals.
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.
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.
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TX
03/09/2016 - Present
Lifeway Financial Corp. (PLANO TX)
IA
Issued 08/26/2008
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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