Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Daigneault is a financial professional with over 25 years of experience in the industry. He is a registered representative of Fidelity Personal AND Workplace Advisors and holds Series 6, 7, 24, 63, and 66 licenses. Keith is passionate about helping clients achieve their financial goals. He specializes in providing financial planning, portfolio management, and educational seminars. Keith is committed to building long-lasting relationships with his clients and helping them navigate the complex world of finance.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NH
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (CONCORD NH)
NY
12/02/1993 - 05/20/1999
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
MA
08/31/1990 - 11/08/1993
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
BOTH
Issued 03/25/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2024
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2006
Series 7 - General Securities Representative Examination
BC
Issued 08/30/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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