Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Nast is a registered investment advisor with Concourse Financial Group Securities, Inc. based in Bloomfield Hills, MI. Keith Nast has been in the financial industry since 2002 and has a broad range of experience in providing financial advice to individuals and businesses. Keith Nast holds Series 66, 6TO, SIE, and Series 7 licenses. Keith Nast is also registered in 22 states, including Arizona, California, Delaware, Florida, Georgia, Illinois, Indiana, Iowa, Kentucky, Louisiana, Michigan, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Keith Nast provides investment advice and financial services through Nast Financial Solutions LLC.
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.
1
2
MI
10/02/2017 - Present
Concourse Financial Group Securities, Inc. (Bloomfield Hills MI)
MI
09/19/2003 - 10/12/2017
LINCOLN FINANCIAL SECURITIES CORPORATION (BLOOMFIELD HILLS MI)
DE
08/20/2002 - 09/29/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BOTH
Issued 12/14/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Nast is the right advisor for you? Invested Better is here to help.
