Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Donald Delamarter is an investment advisor representative who has been in the industry since February 18, 2019. Keith is currently registered with LPL Financial LLC and has been with the firm since March 19, 2024. Prior to joining LPL Financial LLC, Keith was employed by CHARLES SCHWAB & CO., INC. and CUSO FINANCIAL SERVICES, L.P.. Keith has a Series 7TO, Series 66 and SIE license. Keith holds the Certified Financial Planner designation. Keith is registered with the state of Nevada to provide investment advisory services and has been approved to provide investment advisory services in California, Minnesota, Nevada, Oregon, Tennessee, Texas, Utah, Washington and Wisconsin. Keith has a history of working with high net worth individuals, individuals other than high net worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NV
03/19/2024 - Present
LPL Financial LLC (RENO NV)
NV
11/30/2021 - 04/05/2024
CHARLES SCHWAB & CO., INC. (Reno NV)
NV
01/15/2019 - 10/25/2021
CUSO FINANCIAL SERVICES, L.P. (Reno NV)
BOTH
Issued 03/14/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/19/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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