Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Dixon Mortimore is a financial advisor who has been in the industry since 1996. Keith is registered with Ameriprise Financial Services, LLC. Prior to working at Ameriprise Financial Services, LLC, Keith was with RAYMOND JAMES FINANCIAL SERVICES, INC., WELLS FARGO ADVISORS, LLC, A. G. EDWARDS & SONS, INC., FORUM FINANCIAL SERVICES, INC., AMERICAN EXPRESS FINANCIAL ADVISORS INC., and IDS LIFE INSURANCE COMPANY. Keith has a strong background in providing financial advice to individuals, families, and businesses. Keith is committed to helping clients achieve their financial goals. Keith has been involved in several other business activities, including independent insurance brokering and being on the board of directors for Mortimore Wealth Strategies, 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.
Asset allocation services
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
TX
12/08/2021 - Present
Ameriprise Financial Services, LLC (San Angelo TX)
TX
07/12/2010 - 12/15/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (SAN ANGELO TX)
TX
01/01/2008 - 07/13/2010
WELLS FARGO ADVISORS, LLC (SAN ANGELO TX)
TX
08/28/1998 - 01/03/2008
A. G. EDWARDS & SONS, INC. (SAN ANGELO TX)
ME
04/22/1997 - 07/01/1998
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MN
07/19/1993 - 03/18/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
07/19/1993 - 03/18/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 02/03/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/26/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/25/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/23/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/08/1998
Series 7 - General Securities Representative Examination
BC
Issued 04/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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