Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sheila? Claim Your ProfileSheila Nesbit Keator is an investment advisor representative at Raymond James Financial Services Advisors, Inc. located in Lenox, MA. Sheila has been in the financial services industry since 1980. Prior to joining Raymond James, Sheila was employed by Wells Fargo Advisors Financial Network, LLC and Wachovia Securities, LLC. Sheila holds Series 7, Series 63 and Series 65 licenses. Sheila's specializations include portfolio management for individuals and businesses, financial planning and pension consulting.
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
MA
10/17/2019 - Present
Raymond James Financial Services Advisors, Inc. (LENOX MA)
MA
09/09/2005 - 10/21/2019
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (LENOX MA)
MO
08/05/2000 - 09/12/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
07/29/1988 - 08/05/2000
FIRST ALBANY CORPORATION (NEW YORK NY)
NA
12/26/1980 - 08/09/1988
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 05/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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