Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keisha? Claim Your ProfileKeisha Marie Smith-jones is a financial advisor with over 16 years of experience in the industry. Keisha is currently registered with Money Concepts Capital Corp. and has also held positions with Nationwide Securities, LLC and Nationwide Investment Services Corporation. Keisha is licensed in several states, including Delaware, New Jersey, North Carolina, and Ohio. Keisha holds several licenses, including Series 6, Series 63, Series 65 and SIE. Keisha offers a variety of financial services to her clients, including financial planning, portfolio management for individuals and businesses, and general consulting services.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
12/04/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
OH
07/31/2013 - 12/04/2019
NATIONWIDE SECURITIES, LLC (COLUMBUS OH)
OH
03/14/2007 - 07/11/2013
NATIONWIDE INVESTMENT SERVICES CORPORATION (DUBLIN OH)
GA
02/20/2006 - 12/31/2006
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/03/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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