Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Benjamin? Claim Your ProfileBenjamin Keith is a registered investment advisor representative with TIAA-CREF Individual & Institutional Services, LLC. Benjamin has been in the industry since 2005 and has passed the Series 66, Series 24, SIE and Series 7 exams. Prior to joining TIAA-CREF, Benjamin worked for National Planning Corporation, Curian Clearing, LLC, Princor Financial Services Corporation, Synergy Investment Group, LLC, Ameriprise Financial Services, Inc., and IDS Life Insurance Company. Benjamin Keith specializes in retirement planning and is registered to provide investment advisory services in Washington, Hawaii, Idaho, Montana, Nevada, and other states.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
WA
08/27/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (SEATTLE WA)
NY
05/18/2015 - 05/06/2016
NATIONAL PLANNING CORPORATION (GREAT NECK NY)
TN
02/02/2011 - 03/04/2015
CURIAN CLEARING, LLC (FRANKLIN TN)
TN
03/19/2008 - 06/18/2009
PRINCOR FINANCIAL SERVICES CORPORATION (BRENTWOOD TN)
TN
02/05/2007 - 01/02/2008
SYNERGY INVESTMENT GROUP, LLC (BRENTWOOD TN)
TN
05/10/2005 - 11/03/2006
AMERIPRISE FINANCIAL SERVICES, INC. (FRANKLIN TN)
MN
05/10/2005 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 05/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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