Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kinsey is a financial advisor at Wells Fargo Advisors Financial Network, LLC and has been in the industry since 1983. Kinsey holds several professional licenses and designations, including the Series 6, 7, 3 and SIE exams. Kinsey has experience with a wide range of investment products and services, including financial planning, portfolio management and investment consulting. Kinsey has held previous positions at A.G. Edwards & Sons, Inc., Lehman Brothers Inc., and Hartford Equity Sales Company Inc.. Kinsey is currently licensed in 28 states and holds an active registration in Illinois.
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.
Investment consulting services to institutional clients
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.
1
2
IL
01/05/2023 - Present
Wells Fargo Advisors Financial Network, LLC (CHARLESTON IL)
IL
01/01/2008 - 01/05/2023
WELLS FARGO CLEARING SERVICES, LLC (PEORIA IL)
IL
01/08/1991 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PEORIA IL)
NY
01/21/1986 - 01/28/1991
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
07/12/1984 - 05/12/1986
HARTFORD EQUITY SALES COMPANY INC.
NA
06/09/1983 - 06/19/1984
PRUCO SECURITIES CORPORATION
BC
Issued 02/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/1986
Series 3 - National Commodity Futures Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/07/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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