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Christina Keys is a financial advisor at The Colony Group, LLC. She has been working in the financial industry for over 13 years. Christina holds a Series 66 and Series 7 license. She also holds the Certified Financial Planner designation. Christina has a strong background in investment management and financial planning. She is committed to providing her clients with personalized financial advice and guidance. Christina has experience working with a variety of clients, including individuals, families, and businesses. Christina is a strong advocate for her clients and is dedicated to helping them 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.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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2
MO
07/01/2024 - Present
THE Colony Group, LLC (KANSAS CITY MO)
KS
06/23/2017 - 07/03/2023
KEEL POINT CAPITAL, LLC (LEAWOOD KS)
KS
07/14/2011 - 06/22/2017
NATIONAL PLANNING CORPORATION (TOPEKA KS)
BOTH
Issued 01/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2011
Series 7 - General Securities Representative Examination
Active
Inactive
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