Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Cusack is a financial advisor at LPL Financial LLC in Lakewood, Colorado. Keith has been in the financial services industry since 2000 and has a wide range of experience in helping individuals and families reach their financial goals. Keith is registered with FINRA and holds Series 7, 9, 10, 66, and SIE licenses. Keith has been a registered representative with several firms over the years including Ameriprise Financial Services, LLC, Cetera Advisor Networks LLC, Summit Brokerage Services, Inc., and Raymond James Financial Services, Inc.. Keith is also a Registered Investment Advisor (RIA) and is dedicated to providing his clients with personalized financial advice and guidance.
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
CO
03/25/2024 - Present
LPL Financial LLC (LAKEWOOD CO)
CO
07/01/2022 - 04/04/2024
AMERIPRISE FINANCIAL SERVICES, LLC (PUEBLO CO)
CO
05/04/2012 - 07/08/2022
CETERA ADVISOR NETWORKS LLC (LAKEWOOD CO)
CO
02/04/2009 - 05/11/2012
SUMMIT BROKERAGE SERVICES, INC. (LAKEWOOD CO)
CO
10/08/2003 - 02/04/2009
RAYMOND JAMES FINANCIAL SERVICES, INC. (GOLDEN CO)
MA
11/02/2000 - 10/07/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
BOTH
Issued 09/06/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/20/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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