Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Douglas Haas is a financial advisor with over 30 years of experience in the financial services industry. He is currently registered with LPL Financial LLC as a Registered Representative and Investment Advisor Representative in Montana and Texas. Keith has previously worked for several other firms, including Investment Centers of America, Inc., Royal Alliance Associates, Inc., and PaineWebber Incorporated. Keith holds both Series 7 and Series 63 licenses, as well as the Series 65 license and the SIE exam. He is a dedicated professional who is committed to providing personalized financial advice and guidance to his clients.
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.
1
2
MT
02/18/2021 - Present
LPL Financial LLC (WHITEFISH MT)
MT
08/03/1988 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (WHITEFISH MT)
AZ
11/19/1989 - 06/03/1991
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/01/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/23/1986 - 06/08/1988
PAINEWEBBER INCORPORATED
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/25/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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