Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Rowland is a financial advisor with over 29 years of experience in the industry. Keith currently works with Osaic Wealth, Inc. and is registered with FINRA. Keith holds licenses in several states. Keith specializes in working with individuals, corporations, and pension plans. Keith has worked for several firms in the past, including Woodbury Financial Services, Inc. and WMA Securities, Inc. Keith is committed to providing clients with personalized financial advice and guidance.
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.
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.
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TX
01/19/2024 - Present
Osaic Wealth, Inc. (PROSPER TX)
TX
09/06/2000 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (PROSPER TX)
GA
09/06/1994 - 09/07/2000
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 09/03/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2000
Series 24 - General Securities Principal Examination
BC
Issued 01/02/1996
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/02/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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