Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Skidmore is a financial advisor with Wells Fargo Clearing Services, LLC in Naples, Florida. Keith Skidmore has been in the financial services industry since 1983 and has worked at numerous firms in the past, including A. G. Edwards & Sons, Inc., Smith Barney, Harris Upham & Co., Incorporated, Drexel Burnham Lambert Incorporated, and Bevill, Bresler & Schulman Incorporated. Keith Skidmore holds the Series 7 and Series 63 licenses.
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
FL
01/01/2008 - Present
Wells Fargo Clearing Services, LLC (NAPLES FL)
FL
03/31/1989 - 01/03/2008
A. G. EDWARDS & SONS, INC. (NAPLES FL)
NA
09/24/1986 - 04/13/1989
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
04/27/1985 - 10/06/1986
DREXEL BURNHAM LAMBERT INCORPORATED
NA
08/23/1984 - 04/10/1985
BEVILL, BRESLER & SCHULMAN INCORPORATED
NA
10/20/1983 - 08/15/1984
HALPERT, OBERST AND COMPANY
BC
Issued 09/12/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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