Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Azar is a financial advisor with over 30 years of experience in the industry. He is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. Keith has a wide range of experience, including working with individuals, businesses, and institutions. He specializes in providing financial planning, investment management, and retirement planning services. Keith holds a Series 6, 7, 63, and 65 license. He is also a registered representative of Merrill Lynch. Keith has a strong commitment to providing his clients with personalized service and a comprehensive approach to their financial needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, 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.
1
2
MI
03/06/1997 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EAST LANSING MI)
WI
08/24/1992 - 01/31/1994
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
08/24/1992 - 01/31/1994
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 09/29/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/07/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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