Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith G. Dronen is a financial advisor with LPL Financial LLC and has been in the industry since 1997. Keith is registered with FINRA and the state of Texas as a Registered Representative and Investment Advisor Representative. Keith is also a member of the Finance Committee at New Trier High School. Keith has experience working with high-net-worth individuals, corporations, and other businesses, and provides financial planning, portfolio management, and other non-discretionary advisory services. Previously, Keith was employed with Morgan Stanley Smith Barney and Citigroup Global Markets Inc.
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.
Consulting and other non-discretionary advisory services
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
IL
06/18/2014 - Present
LPL Financial LLC (CHICAGO IL)
IL
06/01/2009 - 09/14/2009
MORGAN STANLEY SMITH BARNEY (CHICAGO IL)
IL
04/30/1997 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (CHICAGO IL)
IA
Issued 05/20/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/29/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Dronen is the right advisor for you? Invested Better is here to help.
