Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you George? Claim Your ProfileGeorge Merrill Keim is a financial advisor registered with Raymond James Financial Services Advisors, Inc. George has been in the financial industry since July 1993 and currently works out of the firm's Clearwater, FL office. George's expertise includes providing financial planning and investment management services to clients. George holds the Series 7, Series 31, and Series 63 securities licenses, as well as the Series 65 investment advisor representative license. George is also a Certified Financial Planner. Previously, George worked at Wachovia Securities, LLC, Prudential Securities Incorporated, Salomon Smith Barney Inc., and Lehman Brothers Inc.
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
FL
04/13/2009 - Present
Raymond James Financial Services Advisors, Inc. (CLEARWATER FL)
MO
07/01/2003 - 01/20/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
04/20/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 05/01/2000
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
07/08/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 07/22/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/22/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/22/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 07/07/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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