Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Clasen is a financial advisor with over 23 years of experience in the industry. Keith has been registered with TIAA-CREF Individual & Institutional Services, LLC since June 2018. Keith is a registered investment advisor representative in Colorado. Keith has a strong background in financial planning and portfolio management for individuals. Keith is also a registered representative in 52 states and Puerto Rico. Prior to joining TIAA-CREF Individual & Institutional Services, LLC, Keith was affiliated with PRUCO SECURITIES, LLC. and Charles Schwab & Co., Inc.. Keith is committed to helping clients 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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
06/11/2018 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
02/24/2014 - 12/12/2014
PRUCO SECURITIES, LLC. (ENGLEWOOD CO)
CO
01/24/2000 - 08/02/2013
CHARLES SCHWAB & CO., INC. (ENGLEWOOD CO)
FL
07/21/1999 - 10/06/1999
GSG SECURITIES, INC. (BOCA RATON FL)
BOTH
Issued 06/08/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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