Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keisha? Claim Your ProfileKeisha Sharisse Nunes is a financial advisor with over six years of experience in the industry. Currently, Keisha Nunes is registered with M Holdings Securities, Inc. in Oregon. Keisha Nunes has been registered with M Holdings Securities, Inc. twice before and has also worked for NYLIFE Securities LLC, Stifel, Nicolaus & Company, Incorporated, and TD Ameritrade, Inc. Keisha Nunes holds the Series 7, Series 63 and SIE licenses. Keisha Nunes is also a Registered Representative of FINRA. Keisha Nunes specializes in providing financial planning, portfolio management for businesses and individuals, pension consulting, educational seminars, and publication of periodicals.
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
OR
01/29/2021 - Present
M Holdings Securities, Inc. (PORTLAND OR)
NY
09/25/2020 - 01/20/2021
NYLIFE SECURITIES LLC (MELVILLE NY)
OR
09/22/2016 - 10/02/2019
M HOLDINGS SECURITIES, INC. (PORTLAND OR)
OR
07/15/2016 - 09/15/2016
STIFEL, NICOLAUS & COMPANY, INCORPORATED (PORTLAND OR)
CA
07/14/2014 - 01/25/2016
TD AMERITRADE, INC. (LONG BEACH CA)
BC
Issued 07/24/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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