Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Piscitello is an investment advisor representative with Cambridge Investment Research Advisors, Inc. based in Clive, IA. Keith has been in the financial services industry since 2008. Keith is a Certified Financial Planner and has experience with a variety of firms including Lincoln Financial Advisors Corporation, Wells Fargo Clearing Services, LLC, and Merrill Lynch. Keith is registered to provide investment advice in California, Florida, Georgia, Illinois, Indiana, Iowa, Michigan, Missouri, Texas, Virginia, and Wisconsin.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
05/06/2024 - Present
Cambridge Investment Research Advisors, Inc. (Clive IA)
IA
11/02/2018 - 05/06/2024
LINCOLN FINANCIAL ADVISORS CORPORATION (CLIVE IA)
IL
02/03/2017 - 11/05/2018
WELLS FARGO CLEARING SERVICES, LLC (ARLINGTON HEIGHTS IL)
IL
08/17/2011 - 02/06/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DEER PARK IL)
IL
05/27/2010 - 08/16/2011
INVESTMENT PROFESSIONALS, INC. (NORRIDGE IL)
IL
05/15/2008 - 05/28/2010
SIGNATOR INVESTORS, INC. (ROSEMONT IL)
BOTH
Issued 05/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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