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Shamiah Shalette Naff

Kestra Advisory Services, LLC

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About Shamiah Shalette Naff

Shamiah Shalette Naff is an investment advisor representative associated with Kestra Advisory Services, LLC. Shamiah has been in the financial industry since 2023 and holds licenses including Series 66, Series 7TO, and SIE. Shamiah is also a Certified Financial Planner. In addition to working at Kestra Advisory Services, LLC, Shamiah is also involved with other organizations including the Oklahoma Financial Center, Cocoa Initiative, KW Next Gen, and Oklahoma City Young Professionals. Shamiah is dedicated to providing comprehensive financial planning and investment management services to her clients.

Firm Information

Shamiah Naff is currently registered with Kestra Advisory Services, LLC. Kestra Advisory Services, LLC is a financial advisory firm based in Austin, TX, with over 1,200 investment advisor representatives and 48.3 billion in assets under management. Kestra offers a variety of financial advisory services including financial planning, portfolio management, and pension consulting. The firm serves a broad range of clients, including individuals, corporations, insurance companies, pension plans, and charitable organizations. Kestra participates in wrap fee programs.
Kestra Advisory Services, LLC

5707 SOUTHWEST PARKWAY

AUSTIN, TX 78735

$48.32B

Assets Under Management

6,180

Total Clients

1,197

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Shamiah Naff’s Registration & Firm History

OK

12/19/2023 - Present

Kestra Advisory Services, LLC (Oklahoma City OK)

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Licenses & Designations

BOTH

Issued 12/18/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/11/2023

Series 7TO - General Securities Representative Examination

BC

Issued 06/24/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Shamiah Shalette Naff.
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