Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Carl Lund is an investment advisor representative with LPL Financial LLC, based in LAS VEGAS, NV. Keith has been working in the financial services industry since 2004. Prior to joining LPL Financial, Keith worked at Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Keith holds Series 66, SIE and Series 7 licenses and has been registered in 15 states. He specializes in providing a range of financial services including financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Consulting and other non-discretionary advisory services
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.
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2
NV
10/24/2011 - Present
LPL Financial LLC (LAS VEGAS NV)
NV
11/03/2004 - 10/25/2011
AMERIPRISE FINANCIAL SERVICES, INC. (HENDERSON NV)
MN
11/03/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 11/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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