Unclaimed
Keith James McPhee is a financial advisor with Nylife Securities LLC, located in Waltham, MA. Keith McPhee has been in the financial industry since April 21, 1998. Keith McPhee is registered with the state of Massachusetts and Virginia. Keith McPhee is also registered with FINRA.
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.
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.
1
2
MA
01/11/2005 - Present
Nylife Securities LLC (WALTHAM MA)
VA
02/24/2003 - 12/15/2004
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
MO
05/18/2001 - 03/11/2003
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
MA
03/06/2000 - 05/21/2001
FECHTOR, DETWILER & CO., INC. (BOSTON MA)
MA
03/27/1998 - 06/13/2000
KIMBALL & CROSS INVESTMENT MANAGEMENT CORP. (BOSTON MA)
BC
Issued 03/30/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith McPhee is the right advisor for you? Invested Better is here to help.