Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Anthony Digregorio is an Investment Advisor Representative at LPL Financial LLC based in Cochranville, PA. Keith has been in the financial services industry since March 8, 1981, and holds both Series 63 and Series 65 licenses. Keith has a broad range of experience and is registered in 25 states. Keith specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
Consulting and other non-discretionary advisory services
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.
1
2
PA
05/01/2018 - Present
LPL Financial LLC (COCHRANVILLE PA)
PA
05/22/1991 - 07/17/2006
JANNEY MONTGOMERY SCOTT LLC (BALA CYNWYD PA)
MD
02/26/1988 - 05/17/1991
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NA
05/06/1991 - 05/07/1991
JANNEY MONTGOMERY SCOTT INC.
NA
05/05/1986 - 02/27/1988
MOSELEY SECURITIES CORPORATION
NA
02/23/1981 - 04/24/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 07/01/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/24/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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