Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith a.? Claim Your ProfileKeith Allan Weidemann is an investment advisor representative at UBS Financial Services Inc. Keith has been in the industry since June 1998. Keith is registered with the state of Texas and holds Series 7, 63 and 65 licenses. Keith is also registered in Alabama, Arizona, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, North Carolina, Oklahoma, Pennsylvania, Tennessee and Virginia. Keith specializes in portfolio management for businesses and individuals, financial planning, pension consulting, educational seminars, security ratings, and selection of other advisors. Keith also works with charitable organizations, insurance companies, high net worth individuals, corporations, and other businesses.
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.
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.
See schedule d - miscellaneous
1
2
TX
06/30/1998 - Present
UBS Financial Services Inc. (SUGARLAND TX)
IA
Issued 07/08/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1998
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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