Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keaten? Claim Your ProfileKeaten Landis is a financial advisor who has been in the industry since 2012. Keaten is registered with Citigroup Global Markets Inc. in Missouri. Prior to joining Citigroup Global Markets Inc., Keaten was with NYLIFE Securities LLC, Edward Jones, Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and Scottrade, Inc. Keaten has experience in a variety of financial services, including asset allocation, financial planning, and portfolio management. Keaten specializes in working with high-net-worth individuals, corporations and other businesses, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Keaten is also licensed to provide investment advice in Missouri.
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.
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.
Asset allocation advice
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.
A percentage of the total value of assets under management is charged.
1
2
MO
01/24/2022 - Present
Citigroup Global Markets Inc. (O'Fallon MO)
MO
10/25/2018 - 08/20/2021
NYLIFE SECURITIES LLC (CREVE COEUR MO)
MO
08/21/2017 - 09/12/2018
EDWARD JONES (ST LOUIS MO)
MO
10/03/2012 - 09/08/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAINT LOUIS MO)
MO
06/21/2012 - 09/07/2012
PNC INVESTMENTS (CLAYTON MO)
MO
03/27/2012 - 06/18/2012
SCOTTRADE, INC. (ST. LOUIS MO)
IA
Issued 11/14/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/12/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/23/2023
Series 24 - General Securities Principal Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Keaten Landis is the right advisor for you? Invested Better is here to help.
