Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Edward Knoop is an active investment advisor representative with Morgan Stanley. Keith has been in the industry since 1997 and has worked at Morgan Stanley, Citigroup Global Markets Inc., and Salomon Brothers Inc. Keith is registered with the Financial Industry Regulatory Authority (FINRA) and holds Series 7, 24, 53, 63, 65, 86, and 87 licenses. Keith has a broad range of experience in the investment industry, and has a proven track record of success.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NJ
03/19/2015 - Present
Morgan Stanley (Shrewsbury NJ)
NY
10/02/2009 - 09/25/2014
MORGAN STANLEY (NEW YORK NY)
NY
04/18/1997 - 09/13/2010
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
11/29/1997 - 09/01/1998
SALOMON BROTHERS INC. (NEW YORK NY)
IA
Issued 02/07/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 06/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2011
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 11/11/2010
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 04/16/1997
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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