Unclaimed
Keith Edward Beasinger is a financial advisor currently working with Edward Jones. Keith has been in the financial industry since 2004. Keith holds licenses in various states including Washington, Texas, and several others. Keith is a Series 66, Series 63, Series 31, and Series 7 licensed professional and has completed the Securities Industry Essentials (SIE) exam. Keith has previously worked at LPL Financial, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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.
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.
See schedule d - miscellaneous
1
2
WA
06/14/2019 - Present
Edward Jones (LAKEWOOD WA)
WA
05/31/2012 - 07/10/2019
LPL FINANCIAL LLC (TACOMA WA)
WA
10/23/2008 - 06/01/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (TACOMA WA)
WA
04/02/2007 - 10/27/2008
MORGAN STANLEY & CO. INCORPORATED (TACOMA WA)
WA
04/02/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TACOMA WA)
BOTH
Issued 06/29/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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