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Keith Alan Veres

Hbks Wealth Advisors

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About Keith Alan Veres

Keith Alan Veres is a financial professional with over 30 years of experience in the industry. Keith is currently affiliated with Hbks Wealth Advisors in Fort Myers, FL. Keith has a Series 63 and Series 65 licenses and has been active in the financial services field since 2014. Keith has extensive experience in providing a wide range of financial services, including financial planning, investment management, and retirement planning for individuals and businesses. Keith also has experience in M&A Advisory.

Firm Information

Keith Veres is currently registered with Hbks Wealth Advisors. Hbks Wealth Advisors is a financial advisory firm located in Erie, Pennsylvania. The firm provides financial planning, pension consulting, portfolio management for businesses and individuals, and publication of periodicals. Hbks Wealth Advisors manages over $6.5 billion in assets for a range of clients, including high-net-worth individuals, corporations, pension plans, and charitable organizations. The firm employs over 75 investment advisor representatives and has over 20,000 accounts.
Hbks Wealth Advisors

ZUCK ROAD OFFICE PARK

ERIE, PA 16506

$6.50B

Assets Under Management

300

Total Clients

78

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Keith Veres’s Registration & Firm History

FL

12/10/2014 - Present

Hbks Wealth Advisors (FT. MYERS FL)

NY

02/14/2014 - 02/28/2022

AXIO FINANCIAL LLC (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/20/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/24/2024

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/14/2014

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Keith Alan Veres.
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