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 Poch is a registered investment advisor representative with Valic Financial Advisors, Inc. Keith has been working in the financial industry since 1986. Keith holds Series 63, Series 65, Series 7, Series 24, Series 26, and SIE licenses. Keith has been registered with Valic Financial Advisors, Inc. since August 1997. Keith is registered with the Securities and Exchange Commission (SEC) as well as with the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.
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.
Recommend wrap accounts to clients
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.
1
2
MT
07/19/2023 - Present
Valic Financial Advisors, Inc. (BOZEMAN MT)
TX
01/02/1987 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
NA
10/23/1986 - 11/28/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 01/09/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/18/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 03/25/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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