Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Frederick France is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Cetera Investment Advisers LLC. Keith has a broad range of experience in financial planning, portfolio management, and retirement planning. Keith has worked with a variety of clients, including individuals, families, and businesses.
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.
A percentage of the total value of assets under management is charged.
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2
CA
05/20/2019 - Present
Cetera Investment Advisers LLC (SAN JOSE CA)
IN
08/01/2012 - 03/07/2019
BMO HARRIS FINANCIAL ADVISORS, INC. (INDIANAPOLIS IN)
IN
08/04/2008 - 08/01/2012
M&I FINANCIAL ADVISORS, INC (CARMEL IN)
IN
05/11/2007 - 07/10/2008
PRIMEVEST FINANCIAL SERVICES, INC. (INDIANAPOLIS IN)
IN
07/28/2004 - 04/13/2007
MORGAN KEEGAN & COMPANY, INC. (INDIANAPOLIS IN)
TN
04/22/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
TX
03/22/2000 - 12/31/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 9/3/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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