Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Yonkers is a financial advisor with Kingswood Capital Partners, LLC located in Irvine, California. Keith has been in the financial services industry since 1988. Keith is licensed to provide financial advice in California and has experience with investments including securities and commodities. Previous firms where Keith provided advisory services include Niagara International Capital Limited, Fusion Analytics Securities LLC, BCC Advisory Services, LLC, Trenwith Securities, LLC, Deutsche Bank Securities Inc., Citigroup Global Markets Inc., Citigroup Geneva Capital Strategies Inc., Salomon Smith Barney Inc., Lehman Brothers Inc. and E. F. Hutton & Company Inc.
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.
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.
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2
CA
06/15/2018 - Present
Kingswood Capital Partners, LLC (Irvine CA)
CA
02/21/2017 - 06/15/2018
NIAGARA INTERNATIONAL CAPITAL LIMITED (Irvine CA)
CA
08/14/2015 - 06/02/2016
FUSION ANALYTICS SECURITIES LLC (Manhattan Beach CA)
CA
02/09/2011 - 03/26/2015
BCC ADVISORY SERVICES, LLC (NEWPORT BEACH CA)
MA
11/05/2007 - 03/05/2009
TRENWITH SECURITIES, LLC (BOSTON MA)
NY
08/22/2007 - 09/20/2007
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
03/09/2005 - 09/02/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
CA
02/05/2003 - 09/02/2005
CITIGROUP GENEVA CAPITAL STRATEGIES INC. (LAGUNA HILLS CA)
NY
07/31/1993 - 02/11/2003
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/27/1985 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
08/26/1982 - 11/12/1984
E. F. HUTTON & COMPANY INC
IA
Issued 02/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/1986
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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