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 Lansford is a financial advisor with over 25 years of experience in the industry. Keith is currently registered with Charles Schwab & CO., Inc. and has previously worked with Piper Jaffray Inc., PRUCO Securities Corporation, The Prudential Insurance Company of America, and AMEV Investors, Inc. Keith has a strong track record of success in providing investment advice and financial planning services to a diverse range of clients. He is a Series 6, 7, 10, 24, 63, and 65 licensed professional.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
CO
10/17/1997 - Present
Charles Schwab & CO., Inc. (Lone Tree CO)
MN
04/29/1997 - 10/13/1997
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
NJ
01/03/1991 - 09/10/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/03/1991 - 09/10/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
MN
07/26/1990 - 11/14/1990
AMEV INVESTORS, INC. (OAKDALE MN)
IA
Issued 05/12/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/06/2001
Series 24 - General Securities Principal Examination
BC
Issued 04/24/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1997
Series 7 - General Securities Representative Examination
BC
Issued 07/20/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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