Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Alan Golden is a financial advisor who has been in the industry since 1994. Keith is currently registered with Mutual Trust Asset Mgmt., Inc., a firm based in Tampa, FL. Keith has experience working with high-net-worth individuals, as well as individuals other than high-net-worth. Keith has a wide range of experience in the financial services industry, having previously worked at firms such as Summit Brokerage Services, Inc. and Sagepoint Financial, Inc. Keith is also licensed to sell insurance. Keith is a dedicated professional who is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Estate & financial planning
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.
Financial planning & advisory
1
2
FL
12/06/2024 - Present
Mutual Trust Asset Mgmt., Inc. (Boynton Beach FL)
FL
04/23/2009 - 12/31/2018
SUMMIT BROKERAGE SERVICES, INC. (BOYNTON BEACH FL)
FL
10/31/2005 - 04/30/2009
SAGEPOINT FINANCIAL, INC. (BOYNTON BEACH FL)
AZ
05/10/2004 - 10/31/2005
SUNAMERICA SECURITIES, INC. (PHOENIX AZ)
MO
10/31/1997 - 05/18/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CA
07/29/1996 - 11/03/1997
GREAT WESTERN FINANCIAL SECURITIES CORPORATION (NORTHRIDGE CA)
NJ
04/17/1995 - 07/19/1996
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
11/29/1994 - 04/17/1995
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CO
06/20/1994 - 08/11/1994
CHATFIELD DEAN & CO., INC. (GREENWOOD VILLAGE CO)
WI
05/12/1992 - 01/19/1993
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
05/12/1992 - 01/19/1993
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 10/27/2022
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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