Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Joseph Glushek is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Lincoln Investment in Fort Washington, PA. He has a diverse background in financial services, having previously worked with Securities America, Inc., Edward Jones, Infinex Investments, Inc., Webster Investment Services, Inc., Liberty Securities Corporation, and MML Investors Services, Inc. Keith holds several industry licenses including Series 6, 7, 24, 26, 31, 53, 66, 99TO, and SIE. Keith is also a registered investment advisor in Pennsylvania and Florida. He is committed to providing financial advice and guidance to his clients, helping them achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
09/28/2012 - Present
Lincoln Investment (Fort Washington PA)
PA
02/28/2002 - 08/03/2012
SECURITIES AMERICA, INC. (LANGHORNE PA)
MO
06/09/2000 - 08/23/2001
EDWARD JONES (ST. LOUIS MO)
CT
03/13/2000 - 06/09/2000
INFINEX INVESTMENTS, INC. (MERIDEN CT)
CT
07/15/1999 - 03/09/2000
WEBSTER INVESTMENT SERVICES, INC. (KENSINGTON CT)
NY
01/12/1998 - 07/15/1999
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
MA
08/22/1997 - 01/06/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
BOTH
Issued 09/16/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/21/2002
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/06/2002
Series 4 - Registered Options Principal Examination
BC
Issued 08/09/2000
Series 24 - General Securities Principal Examination
BC
Issued 06/15/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/03/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/21/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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