Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Dowling is a financial advisor with Mariner Wealth Advisors. Keith has been in the industry since 2004. He has a combined 19 years of experience in the financial services industry. Keith is registered to provide investment advice in Kansas and New Jersey. Keith's specialties include investment advisory services, financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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.
Family office 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.
A percentage of the total value of assets under management is charged.
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NJ
01/23/2024 - Present
Mariner Wealth (MADISON NJ)
KS
06/23/2014 - 12/31/2019
MSEC, LLC (OVERLAND PARK KS)
NY
11/30/2012 - 06/24/2014
MORGAN STANLEY (NEW YORK NY)
NJ
12/10/2004 - 07/20/2012
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 07/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/13/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/23/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2004
Series 7 - General Securities Representative Examination
Active
Inactive
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