Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Collier is a financial professional with over 15 years of experience in the industry. Keith is currently registered with The Leaders Group, Inc., which is based in Littleton, CO. Keith's previous experience includes roles with LPL Financial LLC, Investment Distributors, Inc., Touchstone Securities, Inc., Global Atlantic Distributors, LLC, and Lincoln Financial Distributors, Inc. Keith holds a Series 6, Series 26, Series 63 and SIE license and is currently registered in Pennsylvania.
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.
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.
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2
CO
08/29/2024 - Present
THE Leaders Group, Inc. (LITTLETON CO)
PA
05/31/2022 - 07/27/2023
LPL FINANCIAL LLC (RADNOR PA)
AL
04/08/2022 - 06/06/2022
INVESTMENT DISTRIBUTORS, INC. (BIRMINGHAM AL)
OH
07/13/2018 - 04/07/2022
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
PA
03/02/2015 - 07/13/2018
GLOBAL ATLANTIC DISTRIBUTORS, LLC (BERWYN PA)
PA
03/19/2008 - 02/18/2015
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
BC
Issued 06/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/30/2015
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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