Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Evan Epstein is a financial advisor with Robert W. Baird & Co. Inc. located in West Palm Beach, Florida. Keith has been in the securities industry since September 25, 1994. Keith is a Certified Financial Planner and holds licenses in 27 states. Keith has experience with a wide range of clients including high net worth individuals, corporations, and pension and profit-sharing plans. Keith is dedicated to providing personalized financial advice and investment management services to help clients reach 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
FL
12/02/2016 - Present
Robert W. Baird & Co. Inc. (West Palm Beach FL)
FL
01/01/2008 - 12/05/2016
WELLS FARGO ADVISORS (WEST PALM BEACH FL)
FL
09/26/1994 - 01/03/2008
A. G. EDWARDS & SONS, INC. (WEST PALM BEACH FL)
BC
Issued 10/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/27/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/23/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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