Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kopperud is an advisor with Raymond James Financial Services Advisors, Inc. Keith has been in the industry since 2004 and is registered with FINRA and has a Series 6, Series 7, Series 24 and Series 63. Keith has experience with pension consulting, financial planning, educational seminars and portfolio management for both individuals and businesses. Keith is registered in California and Florida, as well as with the state of Florida for Investment Advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
07/24/2017 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
09/14/2006 - 03/01/2016
RAYMOND JAMES FINANCIAL SERVICES, INC. (TAMPA FL)
FL
12/14/2004 - 08/09/2006
T. ROWE PRICE INVESTMENT SERVICES, INC. (TAMPA FL)
BOTH
Issued 04/04/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2006
Series 7 - General Securities Representative Examination
BC
Issued 12/13/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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