Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Sweigert is a registered representative with Raymond James Financial Services Advisors, Inc., working in Sandusky, Ohio. Keith has been working in the financial services industry since October 19, 2009, and previously held a position at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keith is a Series 7 and Series 66 licensed representative and holds an SIE license. Keith specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Keith has a history of working with high-net-worth individuals, corporations, pension and profit-sharing plans, insurance companies, charitable organizations, and banking or thrift institutions.
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
OH
05/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Sandusky OH)
OH
10/19/2009 - 05/25/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SANDUSKY OH)
BOTH
Issued 11/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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