Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Everett Schuster is a financial advisor registered with United Planners' Financial Services of America A Limited Partner. Keith has been in the financial services industry for over 15 years and is also a registered representative with FINRA. Keith holds licenses in both New Jersey and New York. Keith’s previous employers include J.P. Turner & Company, L.L.C., Summit Brokerage Services, Inc., and Alternative Wealth Strategies, Inc..
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
01/29/2018 - Present
United Planners' Financial Services OF America A Limited Partner (VORHEES NJ)
NJ
12/10/2015 - 10/24/2017
SUMMIT BROKERAGE SERVICES, INC. (Haddon NJ)
NJ
10/02/2013 - 10/30/2015
J.P. TURNER & COMPANY, L.L.C. (HADDON TWP NJ)
NJ
03/23/2011 - 10/28/2013
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (HADDON TOWNSHIP NJ)
NJ
10/13/2006 - 02/24/2011
ALTERNATIVE WEALTH STRATEGIES, INC. (LINCROFT NJ)
BOTH
Issued 06/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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