Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Singer is a financial advisor with over 20 years of experience in the industry. He has a long history of working with individuals and families, as well as businesses and institutions. Keith has a strong focus on financial planning and portfolio management and is committed to providing clients with personalized advice. He is registered with FINRA and has the Series 7, Series 6, Series 63, Series 65 and Series 26 licenses. He is also a Certified Financial Planner. Keith currently works for Singer Wealth Advisors LLC, and has previously worked for Kovack Securities, Inc., Investacorp, Inc., and several other firms. Keith is a dedicated financial professional and is committed to helping his 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.
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.
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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FL
12/01/2021 - Present
Singer Wealth Advisors LLC (BOCA RATON FL)
FL
08/11/2015 - 04/19/2018
INVESTACORP, INC. (BOCA RATON FL)
FL
02/28/2014 - 08/11/2015
KOVACK SECURITIES INC. (BOCA RATON FL)
FL
08/19/2003 - 02/28/2014
ARGENTUS SECURITIES, LLC (BOCA RATON FL)
TX
10/29/2008 - 12/31/2008
FINANCIAL COUNSELING CORPORATION (HOUSTON TX)
IN
05/23/2002 - 08/22/2003
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
04/10/2001 - 08/01/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
04/10/2001 - 06/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
WI
07/29/1997 - 04/25/2001
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
09/12/1996 - 04/25/2001
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 07/31/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/08/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 04/19/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2000
Series 7 - General Securities Representative Examination
BC
Issued 09/11/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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