Unclaimed
Keith Boyak is a registered Investment Advisor Representative for Actuarial Direct LLC, a firm that provides portfolio management services to individuals. Keith is also employed by Actuarial Management Corporation. Keith has been in the financial industry since 2012 and holds the Series 65 license. Keith has experience with individuals seeking financial advice and has over $7,000,000 in assets under management.
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.
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.
A percentage of the total value of assets under management is charged.
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NV
01/01/2025 - Present
Actuarial Direct LLC (Las Vegas NV)
IA
Issued 11/06/2015
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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