Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Simon? Claim Your ProfileSimon Dale Keeling is a financial advisor with Raymond James Financial Services Advisors, Inc. in Concord, NH. Simon has been in the financial industry since January 26, 2010 and holds the Series 7 and Series 66 licenses, in addition to the Securities Industry Essentials Examination (SIE). Simon is also a Certified Financial Planner. Simon has previously worked at Edward Jones. Simon is registered to conduct business in Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, New Hampshire, New Jersey, and New York.
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
NH
10/18/2023 - Present
Raymond James Financial Services Advisors, Inc. (Concord NH)
NH
01/27/2010 - 10/23/2023
EDWARD JONES (CONCORD NH)
BOTH
Issued 02/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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