Unclaimed
Keith Alan Deras is a financial advisor who has been in the industry since January 1982. He is currently registered with Cambridge Investment Research Advisors, Inc. in Nebraska and Texas. Keith has been a registered representative with MML INVESTORS SERVICES, LLC since March 1996 and was previously registered with G. R. PHELPS & CO., INC.. Keith is a Chartered Financial Consultant and holds a variety of licenses, including Series 6, Series 22, Series 63, and Series 65. He is also a registered representative with Cambridge Investment Research, Inc. in Iowa. Keith is a member of the Omaha Estate Planning Committee and has a variety of other business interests.
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.
Solicitation fees from 3rd party money managers
1
2
NE
01/24/2020 - Present
Cambridge Investment Research Advisors, Inc. (Omaha NE)
NE
03/01/1996 - 01/27/2020
MML INVESTORS SERVICES, LLC (Omaha NE)
NA
01/07/1982 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 10/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/16/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1982
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/30/1981
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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