Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Bermeo is a financial professional with over 25 years of experience in the financial services industry. Keith is a Registered Representative with GWN Securities Inc., a firm committed to providing comprehensive financial planning and investment management services to a diverse clientele. Keith holds the Series 6, 7, 65, and 66 securities licenses, along with the SIE exam. Keith is a Certified Financial Planner and Chartered Financial Consultant. Keith has previously been registered with MSI Financial Services, Inc., Metropolitan Life Insurance Company, CitiStreet Equities LLC, and C. J. M. Planning Corp.
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.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
09/23/2024 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
NJ
11/30/2005 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BARNEGAT NJ)
NJ
11/30/2005 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WOODBRIDGE NJ)
NJ
03/03/2000 - 12/31/2005
CITISTREET EQUITIES LLC (SOMERSET NJ)
NJ
12/10/1997 - 03/08/2000
C. J. M. PLANNING CORP. (POMPTON LAKES NJ)
IA
Issued 06/26/2002
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/30/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/2008
Series 7 - General Securities Representative Examination
BC
Issued 11/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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