Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kasowski is a financial advisor with Cadaret, Grant & Co., Inc. located in Syracuse, NY. Keith is also registered with Western International Securities, Inc. in Pasadena, CA, Cuso Financial Services, LP in San Diego, CA and SCF Securities, Inc. in San Diego, CA. Keith has over 20 years of experience in the financial services industry and is committed to providing personalized financial planning and investment management services to individuals, families and businesses. Keith's specializations include: Retirement Planning, College Savings, Estate Planning, and Insurance. Keith holds a Series 7, 31 and 63 licenses.
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
11/14/2022 - Present
Cadaret, Grant & CO., Inc. (SYRACUSE NY)
TX
01/23/2012 - 02/16/2015
HINES SECURITIES, INC. (HOUSTON TX)
TX
06/14/2011 - 11/04/2011
CAPSTONE ASSET PLANNING COMPANY (HOUSTON TX)
TX
10/13/2008 - 02/24/2010
PACIFIC SELECT DISTRIBUTORS, INC. (THE WOODLANDS TX)
TX
03/05/2007 - 10/08/2008
WACHOVIA SECURITIES, LLC (HOUSTON TX)
TX
01/22/1999 - 07/06/2005
A I M DISTRIBUTORS, INC. (HOUSTON TX)
TX
05/23/1997 - 11/06/1997
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NY
06/23/1995 - 03/31/1997
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
11/16/1994 - 06/05/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 07/27/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1995
Series 31 - Futures Managed Funds Examination
BC
Issued 11/15/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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