Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith John Burgess is an Investment Advisor Representative with Kestra Advisory Services, LLC, located in Bethesda, Maryland. Keith has been in the financial services industry since 1993. Prior to joining Kestra Advisory Services, LLC, Keith worked at NFP ADVISOR SERVICES, LLC. Keith is a licensed Investment Advisor Representative in Maryland. Keith specializes in portfolio management for individuals and businesses. He also provides financial planning and pension consulting services.
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.
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
MD
11/08/2023 - Present
Kestra Advisory Services, LLC (Bethesda MD)
MD
08/30/2010 - 04/23/2015
NFP ADVISOR SERVICES, LLC (BETHESDA MD)
CT
03/25/2010 - 08/31/2010
INFINEX INVESTMENTS, INC. (MERIDEN CT)
MO
05/15/2002 - 01/30/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
MA
04/21/1994 - 05/08/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
12/16/1993 - 02/23/1994
MIMLIC SALES CORPORATION (ST. PAUL MN)
IA
Issued 03/02/2021
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 04/07/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/02/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2015
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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