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 Nelson is a financial advisor currently registered with Stancorp Equities, Inc. based in Portland, OR. Keith has over 15 years of experience in the financial services industry. Keith has a broad range of licenses and certifications, including Series 7, Series 6, and Series 63. Keith has a diverse background, having worked for firms such as Principal Securities, Inc., Princor Financial Services Corporation, and ING Financial Advisors, LLC.
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.
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.
1
2
OR
06/18/2021 - Present
Stancorp Equities, Inc. (PORTLAND OR)
IA
01/09/2012 - 06/04/2021
PRINCIPAL SECURITIES, INC. (DES MOINES IA)
IA
08/28/2007 - 12/31/2009
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
06/26/2006 - 08/06/2007
ING FINANCIAL ADVISERS, LLC (DES MOINES IA)
BC
Issued 11/26/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/05/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/24/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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