Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Berman is a registered investment advisor representative with Thrivent Investment Management Inc. based in Miami, FL. Keith has been in the industry since October 2004. Keith is licensed in several states including Colorado, Florida, Georgia, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, Texas, and Virginia. Keith holds the Series 66, Series 7 and SIE licenses. Keith specializes in providing financial planning and portfolio management services for individuals and families.
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.
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
FL
09/27/2022 - Present
Thrivent Investment Management Inc. (MIAMI FL)
BOTH
Issued 12/31/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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