Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith McGeorge is a financial advisor with LPL Financial LLC in Little Rock, AR. Keith has been in the industry since January 15, 2021. Keith is registered with FINRA and the state of Arkansas as a Registered Representative. Keith is also a registered Investment Advisor Representative in the state of Arkansas. Keith has passed the Series 7, Series 66, and SIE exams. Keith offers a variety of financial services including financial planning, investment management, and retirement planning. Keith is committed to providing personalized service to meet the needs of each individual client.
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
AR
04/15/2021 - Present
LPL Financial LLC (LITTLE ROCK AR)
BOTH
Issued 04/12/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 12/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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