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 Moore is a registered investment advisor with Kestra Advisory Services, LLC. He has been in the financial services industry since 1998 and holds the Series 63, Series 65, Series 7 and Series 24 licenses. Keith Alan Moore also holds a Securities Industry Essentials (SIE) license. Kestra Advisory Services, LLC offers a variety of financial planning and advisory services, including portfolio management, pension consulting and selection of other advisors for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
TX
02/14/2022 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
FL
07/26/2010 - 02/25/2022
CONCOURSE FINANCIAL GROUP SECURITIES, INC. (ORLANDO FL)
AL
01/14/2000 - 03/31/2010
PROEQUITIES, INC. (BIRMINGHAM AL)
NY
03/04/1998 - 01/06/2000
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 05/22/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/05/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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