Unclaimed
Keith Feinberg is a Certified Financial Planner™ and a licensed attorney in the state of New York. Keith is registered as an investment advisor representative with Seven Mile Advisory LLC in Garden City, New York and Ewing, New Jersey. Keith provides financial planning and portfolio management for individuals. Keith has over 10 years of experience in the financial services industry and has worked with several other firms including Baker Sanders, Ohrenstein Brown, BNY Mellon Wealth Management, AltFest Personal Wealth Management, Executive Monetary Management, Cerity Partners LLC, and Mariner Platform Solutions.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/29/2023 - Present
Seven Mile Advisory LLC (GARDEN CITY NY)
Active
Inactive
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