Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keona? Claim Your ProfileKeona Danielle Contreras cotrill is a financial advisor at Stifel, Nicolaus & Company, Inc., with over 20 years of experience in the financial services industry. Keona specializes in working with high-net-worth individuals, corporations, and other businesses, providing a wide range of financial services, including financial planning, portfolio management, and pension consulting. Keona has a strong track record of success and is committed to helping her clients achieve their financial goals. Before joining Stifel, Nicolaus & Company, Keona worked with several leading financial institutions, including LPL Financial LLC, Southwest Securities, Inc., and Charles Schwab & Co., Inc. Keona holds Series 7 and Series 63 licenses and has achieved the SIE designation.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OK
01/10/2012 - Present
Stifel, Nicolaus & Company, Inc. (TULSA OK)
TX
04/06/2011 - 08/16/2011
LPL FINANCIAL LLC (DALLAS TX)
TX
03/24/2008 - 05/08/2009
SOUTHWEST SECURITIES, INC. (PLANO TX)
TX
12/18/2007 - 03/24/2008
CHARLES SCHWAB & CO., INC. (DALLAS TX)
TX
09/19/2006 - 11/16/2007
NORTHERN TRUST SECURITIES, INC. (ADDISON TX)
TX
01/15/2004 - 09/26/2006
CITIGROUP GLOBAL MARKETS INC. (DALLAS TX)
NY
07/22/1999 - 01/09/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
NJ
03/23/1999 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX 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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