Unclaimed
Shaina Jo Keck is a financial advisor with Raymond James Financial Services Advisors, Inc. Shaina has been in the financial services industry for over 12 years and has a strong track record of success. Shaina is committed to providing her clients with personalized financial advice and helping them achieve their financial goals. Shaina holds the Series 7TO, Series 66 and SIE licenses and is registered with the state of Indiana. Shaina is also a member of the Stonecrest Group.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IN
03/13/2023 - Present
Raymond James Financial Services Advisors, Inc. (Indianopolis IN)
BOTH
Issued 02/10/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/18/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Shaina Keck is the right advisor for you? Invested Better is here to help.