Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Duane Yoder is a financial advisor registered with Raymond James & Associates, Inc. Keith has been a registered representative for over 25 years. Keith has a wide range of experience and is registered in multiple states. Keith is a licensed investment advisor in the state of Illinois.
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.
Please see note in schedule d - miscellaneous
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
IL
09/08/2011 - Present
Raymond James & Associates, Inc. (Peoria IL)
IL
10/14/2009 - 08/22/2011
ROBERT W. BAIRD & CO. INCORPORATED (PEORIA IL)
IL
08/16/2000 - 07/06/2006
CATERPILLAR SECURITIES INC. (PEORIA IL)
AL
04/07/1994 - 07/24/2000
PROEQUITIES, INC. (BIRMINGHAM AL)
BOTH
Issued 11/19/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/06/1994
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/13/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 10/13/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/22/1992
Series 2 - Non-Member General Securities Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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