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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Arthur Robel is an investment advisor representative with Morgan Stanley, licensed in Wisconsin. Keith has been in the financial services industry since 1999 and has a broad range of experience with various firms, including Edward Jones, B. C. Ziegler and Company, Piper Jaffray & Co, UBS Financial Services Inc., and Morgan Stanley & Co. Incorporated. Keith has extensive experience in providing financial planning, portfolio management, and asset allocation advice to individuals, businesses, and institutions. Keith holds Series 7, 31, and 63 securities licenses and Series 65 investment advisor license.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
WI
06/01/2009 - Present
Morgan Stanley (SHEBOYGAN WI)
WI
04/27/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SHEBOYGAN WI)
WI
08/12/2006 - 05/15/2007
UBS FINANCIAL SERVICES INC. (SHEBOYGAN WI)
WI
01/30/2004 - 08/12/2006
PIPER JAFFRAY & CO. (SHEBOYGAN WI)
IL
09/10/2001 - 02/04/2004
B. C. ZIEGLER AND COMPANY (CHICAGO IL)
MO
05/04/1999 - 08/24/2001
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/04/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/03/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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