Keith
Wells
Equity Services, Inc
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About this Advisor
Keith Wells is a financial advisor based in New Castle, Pennsylvania, working with Equity Services, Inc. Keith has previously held positions at Morgan Stanley, Delta Air Lines, Morgan Stanley Private Bank, National Association, Axa Advisors, LLC, Equitable Advisors, LLC, Pruco Securities, LLC, Prudential Insurance Company Of America, Equity Services Inc, and National Life Group. Keith has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, Keith is part of Equity Services, Inc, which operates out of New Castle, Pennsylvania. The firm has 230 offices and 450 employees. The firm manages assets totaling $2.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Equity Services, Inc includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Equity Services, Inc Brokerage Details
$2,124,751,345
450
11,558
$183,834
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Keith Wells Work History
Equity Services Inc
National Life Group
Pruco Securities, LLC
Prudential Insurance Company Of America
Axa Advisors, LLC
Equitable Advisors, LLC
Morgan Stanley
Morgan Stanley Private Bank, National Association
Delta Air Lines
Disclosures
Please visit the SEC profile of Keith Wells to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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