Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Brand is an investment advisor with over 20 years of experience in the financial services industry. Keith is currently registered with AE Wealth Management, LLC and Buck Wealth Strategies, LLC. Keith has a broad range of experience in financial planning, investment management, and retirement planning. Keith holds Series 7, 9, 10, 63, and 66 licenses and is also a Certified Financial Planner. Keith is committed to providing his clients with personalized financial advice and guidance to help them 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.
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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2
CO
04/14/2021 - Present
AE Wealth Management, LLC (Lakewood CO)
CO
11/27/2019 - 04/13/2021
CABOT LODGE SECURITIES LLC (DENVER CO)
CO
11/12/1999 - 06/10/2019
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
BOTH
Issued 08/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/08/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/23/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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