Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Howard Silverstein is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Keith has been in the securities industry since 1987. Keith has been registered with Merrill Lynch since 2005. Previously, Keith was with Morgan Stanley DW Inc. and Prudential Securities Incorporated. Keith is licensed in several states and has a variety of certifications including the Series 7, Series 63, and Series 65 exams. Keith is committed to providing his clients with the highest quality of service.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
02/21/2007 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOWSON MD)
NY
11/20/1995 - 11/22/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
07/22/1987 - 11/29/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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