Unclaimed
Keith Kent Krause is an investment advisor representative with Raymond James Financial Services Advisors, Inc. Krause has been in the industry since 1998 and is registered in several states including Illinois and Texas. He is a Series 7, Series 63, and Series 65 licensed investment advisor.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
IL
05/10/2013 - Present
Raymond James Financial Services Advisors, Inc. (PARK RIDGE IL)
IL
02/23/2000 - 06/01/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (CHICAGO IL)
NJ
06/28/1999 - 02/01/2000
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
MI
10/27/1998 - 06/30/1999
OLDE DISCOUNT CORPORATION (DETROIT MI)
IA
Issued 07/11/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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