Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mcree? Claim Your ProfileMcree Winston Smith is a financial advisor with over 34 years of experience in the industry. Mcree has held positions at various firms, including Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., Citigroup Global Markets Inc., and Lehman Brothers Inc., before joining Wealthpenn.comllc in 2009. Mcree is registered with the state of Texas as an Investment Adviser Representative and has passed several exams, including the Series 3, Series 7, and Series 65 exams. Mcree specializes in portfolio management for individuals, businesses, and investment companies, and also offers financial planning and educational seminars.
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
TX
06/01/2009 - Present
Wealthpenn.comllc (Plano TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (DALLAS TX)
TX
06/14/2004 - 04/02/2007
MORGAN STANLEY DW INC. (DALLAS TX)
NY
07/31/1993 - 07/01/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/20/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 5/2/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/22/1988
Series 3 - National Commodity Futures Examination
BC
Issued 7/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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