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 Robinson is a financial professional with over 27 years of experience in the financial services industry. Keith is a registered representative with Cetera Investment Advisers LLC and holds the Series 6, 7, 9, 10, and 63 licenses. Keith is also a Certified Financial Planner. Keith has previously worked for firms such as Securian Financial Services, Inc., J.P. Morgan Securities LLC, Ameritas Investment Corp., Charles Schwab & Co., Inc., R A F Financial Corporation, and Princor Financial Services Corporation. Keith specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals.
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
LA
08/10/2023 - Present
Cetera Investment Advisers LLC (METAIRIE LA)
LA
12/05/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (METAIRIE LA)
LA
03/19/2019 - 07/24/2019
J.P. MORGAN SECURITIES LLC (BATON ROUGE LA)
LA
11/10/2004 - 03/12/2019
AMERITAS INVESTMENT CORP. (METAIRIE LA)
TX
02/10/1998 - 08/04/2004
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
CO
01/24/1997 - 01/07/1998
R A F FINANCIAL CORPORATION (DENVER CO)
IA
06/22/1995 - 02/03/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
BC
Issued 5/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 8/13/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 8/13/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/23/1997
Series 7 - General Securities Representative Examination
BC
Issued 6/21/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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