Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Vanorden is a registered investment advisor representative with TCW Investment Management Co. LLC. Keith has over 27 years of experience in the financial industry. Keith has previously worked with BLACKROCK INVESTMENTS, LLC, BLACKROCK FUND DISTRIBUTION COMPANY, DELAWARE DISTRIBUTORS, L.P., LINCOLN FINANCIAL DISTRIBUTORS, INC., FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC., and PUTNAM MUTUAL FUNDS CORP. Keith is licensed to provide investment advice in California and Massachusetts. Keith specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Portfolio management for wrap fee programs
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.
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.
1
2
MA
06/06/2024 - Present
TCW Investment Management Co. LLC (Boston, MA)
MA
01/03/2012 - 12/07/2023
BLACKROCK INVESTMENTS, LLC (BOSTON MA)
CA
09/24/2010 - 12/31/2011
BLACKROCK FUND DISTRIBUTION COMPANY (SAN FRANCISCO CA)
PA
01/05/2010 - 09/15/2010
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
09/01/2004 - 12/31/2009
LINCOLN FINANCIAL DISTRIBUTORS, INC. (PITTSFORD NY)
RI
09/29/1998 - 09/03/2004
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
MA
01/12/1996 - 09/11/1998
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
IA
Issued 12/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/15/2019
Series 24 - General Securities Principal Examination
BC
Issued 04/30/2007
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/22/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/10/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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