Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keona? Claim Your ProfileKeona Griffin is a financial advisor with over 16 years of experience in the industry. Keona is currently registered with LPL Financial LLC, a firm with over $50 billion in assets under management, providing financial advice and investment management services to a diverse clientele. Keona specializes in assisting individuals, families, and businesses with financial planning and portfolio management. She holds the Series 7 and Series 66 securities licenses. In the past, Keona was associated with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Citigroup Global Markets Inc.
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.
Consulting and other non-discretionary advisory services
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
SC
05/07/2019 - Present
LPL Financial LLC (FORT MILL SC)
NC
12/09/2003 - 08/26/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHARLOTTE NC)
NY
09/30/2003 - 11/18/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/26/2001 - 09/22/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 07/24/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/25/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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