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 Huff is a financial advisor with Osaic Wealth, Inc. Keith is based in Houston, TX and has been in the financial services industry since 1989. Keith holds the Series 6, 7, 24, 26, 51 and 63 securities licenses. Keith also has the Certified Financial Planner, Chartered Financial Consultant and Personal Financial Specialist designations. Keith has experience working with individuals, businesses, and charitable organizations. Keith provides a range of financial services including financial planning, pension consulting, educational seminars, portfolio management and selection of other advisors.
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.
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
01/03/2018 - Present
Osaic Wealth, Inc. (HOUSTON TX)
TX
12/07/2000 - 09/27/2017
NATIONAL PLANNING CORPORATION (HOUSTON TX)
TX
12/04/1989 - 12/07/2000
H.D. VEST INVESTMENT SECURITIES, INC. (DALLAS TX)
BC
Issued 10/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/23/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/11/2000
Series 24 - General Securities Principal Examination
BC
Issued 09/15/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/27/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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