Kieth Tong (CRD# 3249902) is an Investment Advisor Representative working at Citizens Securities, Inc. in Portsmouth, NH and has over 24 years of experience in the finance industry. Kieth Tong has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4429381
Lpl Financial LLC
CRD# 5324751
Silver Maple Financial, LLC
CRD# 6002683
Edward Jones
Company Name | Location | Dates | Years |
---|---|---|---|
Citizens Securities, Inc. | Portsmouth, NH | May 2017 - Current | 6 |
Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portsmouth, NH | Jan 2015 - May 2017 | 2 |
Bank Of America, N.a. | Portsmouth, NH | Jan 2015 - May 2017 | 2 |
Mass Mutual | New Castle, PA | Sep 2014 - Nov 2014 | < 1 |
Mml Investors Services | New Castle, PA | Sep 2014 - Nov 2014 | < 1 |
Treloar & Heisel, Inc. | New Castle, PA | Aug 2014 - Nov 2014 | < 1 |
Rbs Citizens Financial Group | Portsmouth, NH | Oct 2013 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jul 1999 |
S65 | NASAA Investment Advisors Law Examination | Jan 2004 |
- CT
- FL
- GA
- IL
- ME
- MO
- NV
- NH
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
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- Selection of other advisers (including private fund managers)
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