Unclaimed
Keith Jude Douglas is a financial advisor with over 25 years of experience in the industry. Keith is a registered representative of Fifth Third Securities, Inc. Keith has experience at several firms including Natcity Investments, Inc., Morgan Stanley DW Inc., and H.J. Meyers & Co., Inc.. Keith is also a Certified Financial Planner.
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.
Sponsor wrap fee program
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
OH
12/05/2008 - Present
Fifth Third Securities, Inc. (CINCINNATI OH)
OH
05/21/2005 - 12/01/2008
NATCITY INVESTMENTS, INC. (CINCINNATI OH)
NY
10/12/1998 - 04/29/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
08/30/1996 - 10/05/1998
H.J. MEYERS & CO., INC. (ROCHESTER NY)
IA
Issued 10/28/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/18/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/1998
Series 31 - Futures Managed Funds Examination
BC
Issued 8/29/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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