Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Schottman is a financial advisor registered with Osaic Wealth, Inc. Keith has been in the financial services industry since 2007. Keith has experience working with individuals, high-net-worth individuals, businesses, charitable organizations, pension and profit-sharing plans, and corporations. Keith offers a variety of financial services, including financial planning, portfolio management, and educational seminars.
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.
1
2
NE
06/14/2024 - Present
Osaic Wealth, Inc. (LINCOLN NE)
NY
09/27/2010 - 06/14/2024
SECURITIES AMERICA, INC. (BUFFALO NY)
NE
09/15/2008 - 02/20/2009
SECURITIES AMERICA, INC. (LAVISTA NE)
NY
01/30/2004 - 07/25/2006
M&T SECURITIES, INC. (BUFFALO NY)
BOTH
Issued 06/08/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/08/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/29/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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