Unclaimed
Keith Edward Condemi is a financial advisor with Cetera Investment Advisers LLC, and Bright Futures Wealth Management, LLC. Keith has been working in the financial industry for over 30 years, with experience in a variety of areas, including investment advisory, financial planning, and tax preparation. Keith has a deep understanding of the financial markets and a proven track record of success in helping his clients achieve their financial goals. Keith is dedicated to providing personalized financial advice and services to help clients meet their financial objectives.
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.
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.
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2
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (WEBSTER NY)
OH
07/29/1999 - 01/01/2004
VESTAX SECURITIES CORPORATION (HUDSON OH)
NY
01/18/1993 - 04/20/1999
AM&M INVESTMENT BROKERS, INC. (PITTSFORD NY)
NJ
06/01/1992 - 10/23/1992
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
06/01/1992 - 10/23/1992
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 5/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 5/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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