Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Spelmon is a financial advisor with over 24 years of experience in the industry. Keith is currently registered with Eudaimonia Partners, LLC and Kingswood Wealth Advisors, LLC. Keith has a wide range of experience in financial planning, portfolio management, and pension consulting. Keith is dedicated to helping clients 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.
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
GA
12/08/2022 - Present
Eudaimonia Partners, LLC (Decatur GA)
GA
01/19/2010 - 10/26/2016
WELLS FARGO ADVISORS, LLC (ATLANTA GA)
GA
08/18/2005 - 01/21/2010
SUNTRUST INVESTMENT SERVICES, INC. (DECATUR GA)
NY
01/29/2004 - 07/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/13/2001 - 11/21/2003
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/18/1996 - 07/20/1999
GOLDMAN, SACHS & CO. (NEW YORK NY)
IA
Issued 02/16/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/07/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1996
Series 3 - National Commodity Futures Examination
BC
Issued 09/17/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Keith Spelmon is the right advisor for you? Invested Better is here to help.
