Unclaimed
Mckeea Fields is an investment advisor representative with LPL Financial LLC. Mckeea has been working in the financial services industry since 2020 and has held previous roles with Morgan Stanley and Merrill Lynch. Mckeea is licensed to provide investment advice in Arizona, Maine, Massachusetts, New Hampshire, North Carolina, North Dakota, Pennsylvania, South Carolina, Texas, Vermont and Washington. Mckeea specializes in providing investment advice to individuals, businesses, investment clubs, charitable organizations, pension and profit-sharing plans, and state or municipal government entities.
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
NH
11/03/2023 - Present
LPL Financial LLC (PORTSMOUTH NH)
NH
09/23/2021 - 10/19/2022
MORGAN STANLEY (Manchester NH)
NH
01/04/2021 - 07/13/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MANCHESTER NH)
BOTH
Issued 10/13/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/04/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/29/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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