Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Holsten is a financial advisor at Raymond James Financial Services Advisors, Inc. Keith has been in the financial services industry for over 20 years. Keith specializes in working with individuals, businesses, retirement plans and charitable organizations. Keith is registered with the state of Oklahoma and Texas and has a Series 7, Series 10, Series 63, Series 66, and Series 9 licenses. Keith is also a registered investment advisor in Oklahoma and Texas. Keith has held previous roles at Edward Jones and Stong Holsten Wealth Group. Keith is dedicated to providing his clients with personalized financial advice and helping them achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
OK
07/28/2010 - Present
Raymond James Financial Services Advisors, Inc. (ENID OK)
OK
06/22/2000 - 01/26/2010
EDWARD JONES (ENID OK)
BOTH
Issued 02/17/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/05/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/24/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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