Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lewandoski is a financial advisor registered with Cambridge Investment Research Advisors, Inc. Keith has over 20 years of experience in the financial services industry. Keith has a wide range of experience and holds multiple licenses. Keith specializes in providing financial planning, portfolio management, and insurance sales. Keith is committed to helping clients reach their financial goals.
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
NH
01/24/2022 - Present
Cambridge Investment Research Advisors, Inc. (West LeBanon NH)
NH
03/25/2017 - 01/28/2022
MML INVESTORS SERVICES, LLC (WEST LEBANON NH)
VT
12/21/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BRADFORD VT)
OH
10/04/2004 - 12/16/2011
WESTMINSTER FINANCIAL SECURITIES, INC. (BEAVERCREEK OH)
NY
09/12/2000 - 10/06/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 01/16/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 09/18/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2015
Series 7 - General Securities Representative Examination
BC
Issued 09/25/2000
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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