Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Allan Svendby is a financial advisor registered with the state of Florida and the Securities and Exchange Commission. Keith has been in the industry since 1986 and currently works with IHT Wealth Management LLC. Keith is also an investment advisor representative with IHT Wealth Management LLC. Keith has a diverse range of experience in the financial services industry and holds licenses Series 6, 7, 10, 24, 31, 63, and SIE. Keith also works with Milestone Financial Services, which is a DBA for LPL business.
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.
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.
Financial planning fees
1
2
FL
04/05/2019 - Present
IHT Wealth Management LLC (Maitland FL)
FL
04/21/2006 - 03/07/2011
RAYMOND JAMES FINANCIAL SERVICES, INC. (ORLANDO FL)
FL
12/15/2000 - 05/04/2006
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
FL
12/15/1995 - 12/18/2000
INVESTACORP, INC. (MIAMI FL)
NJ
04/21/1986 - 12/13/1995
FIRST INVESTORS CORPORATION (EDISON NJ)
BC
Issued 06/14/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 04/09/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 02/05/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/18/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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