Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith James Maahs is an Investment Advisor Representative for Osaic Wealth, Inc. Based in Forest Lake, MN, Keith has been in the financial services industry since June 2017. Keith has a background in real estate and has been a licensed real estate agent since 1981. Keith has a strong understanding of the financial services industry and a commitment to helping clients reach their financial goals. Keith holds Series 6, 63, and 65 licenses and the SIE designation. Keith is also registered with the states of Florida, Minnesota, New Mexico, and Wisconsin. Keith is a dedicated and experienced financial professional with a focus on providing personalized financial advice to individuals and families.
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
MN
09/01/2023 - Present
Osaic Wealth, Inc. (FOREST LAKE MN)
MN
06/19/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (FOREST LAKE MN)
IA
Issued 03/01/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/19/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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