Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Tatlock is a financial advisor with Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor (RIA) located in Fairfield, Iowa. Keith has been working in the financial services industry since April 26, 2005 and is registered to provide investment advice in 13 states, including Massachusetts, Texas, Arizona, Florida, Michigan, New York, and Utah. Keith is a Certified Financial Planner (CFP®) and holds Series 6, 7, and 63 licenses.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
MA
03/20/2024 - Present
Cambridge Investment Research Advisors, Inc. (East Longmeadow MA)
MA
02/26/2016 - 02/18/2020
COMMONWEALTH FINANCIAL NETWORK (LUDLOW MA)
MA
01/02/2015 - 03/04/2016
METLIFE SECURITIES INC. (EAST LONGMEADOW MA)
MA
04/26/2005 - 01/02/2015
NEW ENGLAND SECURITIES (EAST LONGMEADOW MA)
BC
Issued 09/20/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/2014
Series 7 - General Securities Representative Examination
BC
Issued 04/25/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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