Unclaimed
Keith Cameron is a financial advisor who has been in the industry since 1994. Keith is a Certified Financial Planner and currently works for Financial Advocates Investment Management. Keith has experience working with individuals, businesses, pension and profit sharing plans and charitable organizations. Keith’s services include 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.
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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WA
05/14/2015 - Present
Financial Advocates Investment Management (LACEY WA)
NY
08/31/1994 - 11/30/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/05/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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