Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Shahan is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 28 years of experience in the industry. Keith is registered with the state of Texas as a broker-dealer and an investment advisor representative. Keith has a wide range of experience in the financial services industry, working for companies like Morgan Stanley and RBC Dain Rauscher Inc. Keith offers a variety of financial services to clients, including financial planning, portfolio management, and pension consulting.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TX
10/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (ABILENE TX)
TX
06/01/2009 - 10/24/2012
MORGAN STANLEY (ABILENE TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (ABILENE TX)
TX
11/11/2005 - 04/02/2007
MORGAN STANLEY DW INC. (ABILENE TX)
NY
03/02/1998 - 11/18/2005
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
01/02/1998 - 03/02/1998
DAIN RAUSCHER INCORPORATED
TX
08/15/1997 - 01/02/1998
RAUSCHER PIERCE REFSNES, INC. (DALLAS TX)
TX
08/26/1994 - 09/10/1997
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
IA
Issued 12/19/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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