Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Scott is a registered investment advisor representative with Osaic Wealth, Inc., located in Birmingham, Alabama. Keith has over 30 years of experience in the financial services industry and holds a Series 6, 7, 24, 63, and 65 licenses. Keith has previously been registered with several firms, including Allstate Financial Services, LLC, Transamerica Financial Advisors, Inc., and Manulife Securities, Inc. He provides financial planning and investment management services for individuals, corporations, and retirement plans. Keith is also an insurance agent and offers accident, health, disability, and life insurance products.
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.
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
AL
01/24/2025 - Present
Osaic Wealth, Inc. (BIRMINGHAM AL)
AL
05/02/2003 - 02/13/2019
ALLSTATE FINANCIAL SERVICES, LLC (BIRMINGHAM AL)
CA
04/15/1993 - 05/08/2003
TRANSAMERICA FINANCIAL ADVISORS, INC. (LOS ANGELES CA)
MA
04/09/1992 - 08/25/1993
MANEQUITY, INC. (BOSTON MA)
CA
12/16/1987 - 12/31/1990
TRANSAMERICA SECURITIES SALES CORPORATION (LOS ANGELES CA)
CA
12/16/1987 - 04/21/1989
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IA
Issued 10/14/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2022
Series 24 - General Securities Principal Examination
BC
Issued 02/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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