Unclaimed
Keithia Davidson is a registered investment advisor representative with Stirlingshire Investments, a firm headquartered in New York, NY. Keithia has been in the industry since 2015, and is currently registered with the state of Florida. Keithia Davidson holds a Series 63 and Series 65 license, and is also a marketing consultant for Coast2Coast Mortgage, LLC. Stirlingshire Investments is an SEC-registered investment advisor with approximately 264 clients, offering financial planning, educational seminars and portfolio management 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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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FL
12/04/2024 - Present
Stirlingshire Investments (Orlando FL)
Active
Inactive
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