Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith F. Edmonson is a financial professional with over 29 years of experience in the industry. Keith is currently registered with Planmember Securities Corp. in New York, Florida, Colorado, Pennsylvania, and Texas. Keith holds Series 6, 7, and 63 licenses and has completed the SIE exam. Keith specializes in providing investment advice and financial planning to individuals, businesses, and pension and profit-sharing plans. Keith has previously worked with PRIME CAPITAL SERVICES, INC. in New York.
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.
Provides investment supervisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NY
07/26/2021 - Present
Planmember Securities Corp. (FARMINGVILLE NY)
NY
08/13/2010 - 11/08/2013
PLANMEMBER SECURITIES CORPORATION (FARMINGVILLE NY)
NY
01/08/1993 - 08/19/2010
PRIME CAPITAL SERVICES, INC. (RONKONKOMA NY)
BC
Issued 12/17/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/30/1997
Series 7 - General Securities Representative Examination
BC
Issued 01/06/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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