Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Colin Davis is a financial advisor with over 20 years of experience. Keith Davis has a Series 7, 66, and SIE license and is a Certified Financial Planner. Keith Davis is currently registered with Kestra Advisory Services, LLC and Kestra Investment Services, LLC in Pennsylvania and Texas. Previously, Keith Davis was employed by Newedge Securities, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keith Davis specializes in financial planning, portfolio management, and pension consulting services. He has worked with a wide range of clients, including individuals, families, businesses, and 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.
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
PA
06/26/2024 - Present
Kestra Advisory Services, LLC (IRWIN PA)
PA
10/14/2005 - 01/08/2024
NEWEDGE SECURITIES, INC. (IRWIN PA)
NY
01/07/2000 - 10/19/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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