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 Hilliard is a financial advisor with Momentum Independent Network Inc. Keith has been in the industry since June 1996. Before joining Momentum Independent Network Inc., Keith worked at MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., WOODBURY FINANCIAL SERVICES, INC., MIMLIC SALES CORPORATION, and NEW ENGLAND SECURITIES. Keith is registered to provide investment advice in Texas and holds a Series 6, 7, 31 and 66 license. Keith's expertise includes financial planning, portfolio management for individuals, publication of periodicals, and selection of other advisers.
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.
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.
12b-1 fees
1
2
TX
04/11/2012 - Present
Momentum Independent Network Inc. (DALLAS TX)
TX
06/01/2009 - 02/01/2012
MORGAN STANLEY SMITH BARNEY (TYLER TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TYLER TX)
TX
02/16/2007 - 04/02/2007
MORGAN STANLEY DW INC. (TYLER TX)
TX
09/24/1997 - 02/27/2007
WOODBURY FINANCIAL SERVICES, INC. (TYLER TX)
MN
08/02/1996 - 08/27/1997
MIMLIC SALES CORPORATION (ST. PAUL MN)
NY
07/23/1996 - 08/14/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
NY
05/31/1996 - 07/22/1996
NEW ENGLAND SECURITIES (NEW YORK NY)
BOTH
Issued 04/30/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/30/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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