Unclaimed
Keith Condemi is an investment advisor representative at Cetera Investment Advisers LLC. He is also a partner at Bright Futures Wealth Management, LLC. Keith has been in the financial services industry since 1992. He has a broad range of experience in financial planning, asset management and third-party money management. Keith is registered with FINRA and the securities regulators of 47 states. He holds the Series 6, 7, 24, 51, and 63 licenses. Keith is also a registered investment advisor representative in New York and Texas.
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.
1
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 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/27/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/1993
Series 7 - General Securities Representative Examination
BC
Issued 05/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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