Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Larit is a financial professional with over 20 years of experience in the industry. Keith is currently registered with Oppenheimer & Co. Inc., where they have been employed since November 2008. Prior to that, Keith worked at BARCLAYS CAPITAL INC., LEHMAN BROTHERS INC. and SALOMON SMITH BARNEY INC. Keith holds the Series 63, Series 7 and SIE licenses and has been registered in multiple states. They have been registered in Arizona, California, Connecticut, Delaware, Florida, Illinois, Maryland, New Jersey, New York, and Texas. Keith has expertise in financial planning, pension consulting, and portfolio management.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
11/18/2008 - Present
Oppenheimer & Co. Inc. (NEW YORK NY)
NY
09/22/2008 - 12/10/2008
BARCLAYS CAPITAL INC. (NEW YORK NY)
NY
04/25/2001 - 09/22/2008
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
12/06/2000 - 04/19/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 02/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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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