Lakeysha Adams
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Lakeysha Adams, who also goes by Lakeysha Vaneisa Adams, Neisa Adams, was a registered financial professional .
Lakeysha is a previously registered financial professional and started their career in finance in 2018. Lakeysha had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
December 21, 2020 - December 31, 2021
IMPERIAL WEALTH PLANNING LLC
May 14, 2018 - December 5, 2019
EDWARD JONES
April 12, 2018 - December 5, 2019
EDWARD JONES
State Registrations and Notice Filings
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Exams
Current Firm
IMPERIAL WEALTH PLANNING LLC
CRD#: 311203 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
