Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Groesbeck is a financial professional with over 10 years of experience in the industry. Keith is currently registered with Principal Securities, Inc. Keith has been serving clients in the Tampa, FL area since May 2019. Keith has a strong track record of success in providing clients with financial advice and investment management services. Keith is also committed to providing clients with exceptional customer service. Keith is a Series 6 and Series 63 licensed financial professional. Keith's previous experience includes working for New England Securities. Keith is dedicated to helping 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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
FL
02/20/2014 - Present
Principal Securities, Inc. (TAMPA FL)
FL
05/10/2012 - 02/24/2014
NEW ENGLAND SECURITIES (TAMPA FL)
BC
Issued 02/19/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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