Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Geoffrey Fosler is a financial advisor at Kovack Advisors, Inc. with over 30 years of experience in the industry. Keith has a broad range of experience with both individuals and businesses. Keith has held various positions at multiple firms including Lehman Brothers Inc., Smith Barney Inc., Advest, Inc., Wachovia Securities, LLC, and Cantella & Co., Inc. Keith's expertise includes financial planning, portfolio management, and selection of other advisors.
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.
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
FL
10/03/2014 - Present
Kovack Advisors, Inc. (FT. LAUDERDALE FL)
ME
01/03/2007 - 10/08/2014
CANTELLA & CO., INC. (PORTLAND ME)
ME
02/23/2001 - 12/19/2006
WACHOVIA SECURITIES, LLC (PORTLAND ME)
CT
06/03/1996 - 03/19/2001
ADVEST, INC. (HARTFORD CT)
NY
07/31/1993 - 06/17/1996
SMITH BARNEY INC. (NEW YORK NY)
NY
07/25/1990 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 02/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/16/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/16/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/1990
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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