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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith John Storms is a financial advisor with over 30 years of experience in the industry. Keith John Storms is currently registered with Stonex Advisors Inc., a firm based in Birmingham, Alabama. Prior to joining Stonex Advisors Inc., Keith John Storms was employed at WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC and MORGAN STANLEY DW INC. Keith John Storms holds multiple securities licenses, including Series 7, Series 10, Series 9, Series 31, and Series 63. Keith John Storms also holds the Series 65 license for Investment Advisor Representative. Keith John Storms is a specialist in providing financial planning, portfolio management, and financial 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.
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.
Financial 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.
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2
FL
06/30/2016 - Present
Stonex Advisors Inc. (Ormond Beach FL)
FL
03/02/2007 - 11/03/2011
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (ORMOND BEACH FL)
FL
04/25/1986 - 03/05/2007
MORGAN STANLEY DW INC. (ORMOND BEACH FL)
IA
Issued 01/22/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/27/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/13/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/07/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2003
Series 31 - Futures Managed Funds Examination
BC
Issued 04/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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