Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Culliver Clark is a financial advisor at Cambridge Investment Research Advisors, Inc. Keith has been in the financial services industry since 1989. Keith is registered with the state of Georgia, Pennsylvania and Texas. Keith also has Series 6 and Series 63 licenses and holds a SIE designation. Keith has worked with clients including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Keith can provide financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses. Keith is also an independent insurance agent.
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
PA
08/18/2020 - Present
Cambridge Investment Research Advisors, Inc. (PITTSBURGH PA)
PA
02/21/1996 - 10/10/2011
WALNUT STREET SECURITIES, INC. (PITTSBURGH PA)
PA
07/19/1989 - 02/16/1996
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
BC
Issued 09/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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