Unclaimed
Keith Hunter is a financial advisor with over 8 years of experience in the financial services industry. Keith is currently registered with Cetera Investment Advisers LLC and previously worked with First Allied Securities, Inc., Voya Financial Advisors, Inc. and Wells Fargo Clearing Services, LLC. Keith has a Series 7, Series 66 and SIE licenses and is registered with the states of Iowa and California. Keith offers a variety of financial services including financial planning, portfolio management, and pension consulting.
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
CA
06/29/2023 - Present
Cetera Investment Advisers LLC (EL SEGUNDO CA)
CA
03/17/2022 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (EL SEGUNDO CA)
IA
09/17/2018 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (DES MOINES IA)
IL
09/17/2014 - 07/16/2018
WELLS FARGO CLEARING SERVICES, LLC (GALESBURG IL)
BOTH
Issued 10/3/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/17/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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