Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Roberts is an Investment Advisor Representative with Kestra Advisory Services, LLC. Keith has been in the financial services industry since 2022, working with clients in New York. Keith has a Series 65 license, which allows him to provide investment advice to individuals and institutions. Keith provides financial planning, pension consulting, and portfolio management services to clients. Keith has a passion for helping people achieve their financial goals.
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.
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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TX
10/27/2023 - Present
Kestra Advisory Services, LLC (AUSTIN TX)
IA
Issued 10/27/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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