Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Edwin Downard is a registered representative with Stifel, Nicolaus & Company, Inc. with over 40 years of experience in the financial industry. Keith is based in Canfield, Ohio. Keith offers a wide range of financial services, including financial planning, portfolio management, and retirement planning. Keith is also registered with the states of Ohio and Texas.
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.
1
2
OH
01/19/2022 - Present
Stifel, Nicolaus & Company, Inc. (CANFIELD OH)
OH
11/27/1978 - 03/10/2009
BUTLER, WICK & CO., INC. (CANFIELD OH)
IA
Issued 06/27/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/12/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/12/1982
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/14/1981
Series 27 - Financial and Operations Principal Examination
BC
Issued 09/04/1980
Series 24 - General Securities Principal Examination
BC
Issued 08/13/1980
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1981
Series 41 - NYSE Allied Member Examination
BC
Issued 11/18/1978
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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