Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Graham Nilsen is a financial professional with over 25 years of experience in the financial services industry. Nilsen is currently registered with Stancorp Investment Advisers, Inc. Nilsen is a registered representative with Stancorp Equities, Inc. Nilsen is also associated with Standard Retirement Services and Standard Insurance Company. Nilsen's experience includes providing investment advice and retirement plan services to individual clients, businesses, and institutions. Nilsen has held prior roles at various financial institutions including Lincoln Financial Advisors Corporation, UVEST Financial Services Group, Inc., Invesmart Securities, LLC, NFP Securities, Inc., The Windmill Group, Inc., BCG Securities, Inc., MML Investors Services, Inc., and The Great-West Life Assurance Company.
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.
Guidance on pension options to ensure a secure financial future.
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.
As noted in schedule d misc,affiliate by intercompany agreement
1
2
OR
07/06/2011 - Present
Stancorp Investment Advisers, Inc. (PORTLAND OR)
IN
04/15/2008 - 01/20/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
NC
12/14/2007 - 03/03/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
PA
01/08/2002 - 12/07/2004
INVESMART SECURITIES, LLC (PITTSBURGH PA)
TX
08/23/1997 - 12/31/2001
NFP SECURITIES, INC. (AUSTIN TX)
NY
02/13/1996 - 12/09/1996
THE WINDMILL GROUP, INC. (SOMERS NY)
NJ
01/23/1995 - 08/31/1995
BCG SECURITIES, INC. (CHERRY HILL NJ)
MA
02/23/1993 - 11/09/1994
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CO
02/05/1988 - 04/12/1991
THE GREAT-WEST LIFE ASSURANCE COMPANY (ENGLEWOOD CO)
BOTH
Issued 07/05/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/23/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/13/1995
Series 7 - General Securities Representative Examination
BC
Issued 02/04/1988
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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