Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kisby is a financial advisor with Charles Schwab & Co., Inc. in Omaha, Nebraska. Keith has been in the financial services industry since 2004 and holds a Series 7, Series 63, Series 24, Series 4 and Series 66 license. Keith has previously worked at TD Ameritrade and Ameritrade.
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.
Helps you choose top advisors aligned with your financial goals.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
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2
NE
09/15/2022 - Present
Charles Schwab & CO., Inc. (Omaha NE)
NE
04/22/2006 - 07/29/2024
TD AMERITRADE, INC. (OMAHA NE)
NE
07/14/2004 - 04/22/2006
AMERITRADE, INC. (BELLEVUE NE)
BOTH
Issued 05/31/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/04/2006
Series 24 - General Securities Principal Examination
BC
Issued 09/25/2006
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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