Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith George Prather has been in the financial services industry since 1987. Keith is currently registered with Planmember Securities Corp. Keith is a financial professional that focuses on providing investment advisory services, financial planning and portfolio management for individuals, businesses and pension plans. Keith has experience with both individual and institutional clients.
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.
Provides investment supervisory 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
MD
03/03/2020 - Present
Planmember Securities Corp. (Mount Airy MD)
MA
08/13/2003 - 12/20/2016
MSI FINANCIAL SERVICES, INC. (SPRINGFIELD MA)
MD
08/13/2003 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (COLUMBIA MD)
IN
08/23/1989 - 08/05/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/23/1989 - 08/05/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
NA
06/23/1987 - 08/23/1989
UR FINANCIAL, INC.
NA
03/23/1987 - 05/18/1988
THE VARIABLE ANNUITY MARKETING COMPANY
BC
Issued 09/03/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/27/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/20/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Prather is the right advisor for you? Invested Better is here to help.
