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 Weinstein is an investment advisor representative with Ameriprise Financial Services, LLC. Keith has been in the financial services industry since April 22, 1985. Keith has a series of certifications, including Series 7, Series 10, Series 24, Series 63, and Series 65. Keith offers asset allocation services, financial planning, pension consulting, educational seminars, and publication of periodicals. Keith is registered with the state of Connecticut, Texas, and other states. Keith previously worked at Morgan Stanley Smith Barney, Citigroup Global Markets Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Asset allocation services
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
MA
10/17/2011 - Present
Ameriprise Financial Services, LLC (Newton MA)
MA
06/01/2009 - 10/17/2011
MORGAN STANLEY SMITH BARNEY (BOSTON MA)
MA
03/16/2001 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (BOSTON MA)
NY
04/23/1985 - 03/22/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 03/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/28/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/20/2013
Series 24 - General Securities Principal Examination
BC
Issued 01/20/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/20/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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