Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Maurer is a financial advisor with Cetera Investment Advisers LLC. Keith has been in the financial services industry since 2007 and holds a Series 7, Series 66 and SIE license. Keith has experience with firms such as Morgan Stanley, Raymond James Financial Services, Inc. and UBS Financial Services Inc. Currently, Keith is registered with the state of Illinois and has a resident registration in Texas. Keith has experience working with individuals, high-net-worth individuals, charitable organizations, corporations, pension plans and state or municipal government entities. Keith Maurer has been involved in providing financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars.
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
IL
01/18/2023 - Present
Cetera Investment Advisers LLC (BLOOMINGTON IL)
IL
03/14/2013 - 01/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (BOURDONNAIS IL)
IL
03/23/2011 - 03/08/2013
MORGAN STANLEY (ORLAND PARK IL)
IL
04/09/2010 - 08/24/2010
ALLSTATE FINANCIAL SERVICES, LLC (NORTH AURORA IL)
IN
05/28/2009 - 03/25/2010
FIRST ALLIED SECURITIES, INC. (CHESTERTON IN)
IL
11/12/2008 - 06/17/2009
UBS FINANCIAL SERVICES INC. (CHICAGO IL)
IN
03/05/2007 - 11/14/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MERRILLVILLE IN)
BOTH
Issued 3/29/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/2/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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