Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Delaporte is a financial advisor registered with PFS Investments Inc. and has been in the industry since September 12, 2017. Keith provides financial advice and portfolio management services to individuals, high-net-worth individuals, corporations and charitable organizations. Keith's previous employers include LPL Financial LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated and Money Concepts Capital Corp.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
GA
11/13/2019 - Present
PFS Investments Inc. (ALPHARETTA GA)
FL
10/24/2016 - 12/31/2017
PFS INVESTMENTS INC. (MIAMI LAKES FL)
FL
05/20/2014 - 11/24/2014
LPL FINANCIAL LLC (BOCA RATON FL)
FL
03/17/2014 - 04/15/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BOCA RATON FL)
FL
11/15/2013 - 03/12/2014
MONEY CONCEPTS CAPITAL CORP (BOCA RATON FL)
BOTH
Issued 12/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2022
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Delaporte is the right advisor for you? Invested Better is here to help.
