Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Hooper is a financial advisor with over 30 years of experience in the financial services industry. Keith currently works for Cetera Investment Advisers LLC, and his experience spans a variety of firms including Voya Financial Advisors, Inc., Locust Street Securities, Inc., United Securities Alliance, Inc., Sentra Securities Corporation, and PFS Investments Inc. Keith specializes in working with individuals and corporations, as well as charitable organizations and pension and profit-sharing plans. Keith offers a variety of financial planning services including portfolio management, retirement planning, and insurance. Keith is registered as a Registered Investment Advisor in Pennsylvania.
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.
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
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
IA
05/10/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
03/31/1995 - 05/01/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
08/27/1994 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
12/03/1990 - 07/28/1994
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 08/23/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/27/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/28/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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