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 Penewit is a financial advisor who has been in the industry since October 2018. Keith is currently registered with Missionsquare Retirement, a firm with over 230 employees. Keith has a total of 2 approved state registrations in Washington and District of Columbia. Keith has passed the Uniform Combined State Law Examination and has also earned his Series 7 and Series 66 licenses. Keith also holds the designation Certified Financial Planner. Keith has experience working with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bank of America, N.A. and Fred Meyer.
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.
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.
A percentage of the total value of assets under management is charged.
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2
DC
04/26/2022 - Present
Missionsquare Retirement (WASHINGTON DC)
WA
10/15/2018 - 04/12/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
BOTH
Issued 11/13/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/16/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/13/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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