Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Cannella is an investment advisor representative who has been in the industry since August 5, 1997. Keith is currently registered with PNC Investments and is licensed in 51 states. Keith has previously worked at WM Financial Services, Inc., CitiCorp Investment Services, PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., PNC Brokerage Corp., CitiCorp Investment Services, Oscar Gruss & Son, Incorporated, and PaineWebber Incorporated.
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.
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.
A percentage of the total value of assets under management is charged.
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2
NJ
05/05/2005 - Present
PNC Investments (MILLBURN NJ)
CA
08/10/2004 - 04/21/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
NY
02/09/2004 - 08/05/2004
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
PA
01/01/2004 - 02/05/2004
PNC INVESTMENTS (PITTSBURGH PA)
KY
06/01/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
03/26/1999 - 06/01/2002
PNC BROKERAGE CORP (PITTSBURGH PA)
NY
03/09/1998 - 03/04/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
06/03/1997 - 10/31/1997
OSCAR GRUSS & SON, INCORPORATED (NEW YORK NY)
NJ
02/18/1997 - 06/16/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 12/05/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/20/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/09/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/08/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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