Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keo? Claim Your ProfileKeo Sourisack is a registered representative with Western International Securities, Inc. Keo has over 30 years of experience in the financial services industry. Keo holds the Series 4, Series 7, Series 24, and Series 63 licenses. Keo is also a registered Investment Advisor Representative in the state of California. Before joining Western International Securities, Inc., Keo was with Financial West Group. Keo is dedicated to providing personalized financial advice and investment management services to individuals, families, and businesses.
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.
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
CA
08/21/2017 - Present
Western International Securities, Inc. (Rowland Heights CA)
CA
06/13/2002 - 08/21/2017
FINANCIAL WEST GROUP (ROWLAND HEIGHTS CA)
CA
02/11/2002 - 06/13/2002
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
01/21/2000 - 02/11/2002
INTERFIRST CAPITAL CORPORATION (LOS ANGELES CA)
OR
07/31/1990 - 01/27/2000
PAULSON INVESTMENT COMPANY, INC. (PORTLAND OR)
NA
02/12/1987 - 10/18/1990
BLINDER, ROBINSON & CO., INC.
NA
11/20/1985 - 02/18/1987
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
BC
Issued 11/21/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/01/1989
Series 4 - Registered Options Principal Examination
BC
Issued 01/23/1989
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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