Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Allen Bjerk is a financial advisor with over 30 years of experience in the financial services industry. Keith Bjerk is currently registered with Raymond James Financial Services Advisors, Inc. and has been with the firm since 2007. Keith Bjerk offers financial planning, portfolio management, and pension consulting services to a variety of clients, including individuals, businesses, and pension plans. Keith Bjerk is also a Registered Investment Advisor (RIA) in North Dakota and has held this designation since 2009. Keith Bjerk is committed to providing personalized financial guidance to help clients achieve their financial goals.
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
ND
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (GRAND FORKS ND)
ND
07/22/1997 - 01/19/2007
A. G. EDWARDS & SONS, INC. (GRAND FORKS ND)
NY
06/22/1995 - 07/24/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MN
09/29/1986 - 06/26/1995
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 06/30/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/14/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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