Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Loni? Claim Your ProfileLoni Jo Adams-kiskaden is a financial advisor with over 17 years of experience in the industry. Loni is currently registered with Daymark Wealth Partners, LLC. Prior to joining Daymark Wealth Partners, Loni has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Wells Fargo Clearing Services, LLC, and Citigroup Global Markets Inc. Loni Jo Adams-kiskaden is a Series 7, Series 9, Series 10, Series 63, Series 66, and Series 99TO licensed professional.
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.
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
OH
08/18/2023 - Present
Daymark Wealth Partners, LLC (CINCINNATI OH)
OH
07/28/2022 - 04/13/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CINCINNATI OH)
OH
01/09/2013 - 06/15/2022
WELLS FARGO CLEARING SERVICES, LLC (CINCINNATI OH)
KY
05/29/2007 - 01/16/2013
CITIGROUP GLOBAL MARKETS INC. (FLORENCE KY)
KY
05/20/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (FLORENCE KY)
BOTH
Issued 11/14/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/09/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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