Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Klemz is a financial professional with over 10 years of experience in the financial services industry. Keith has a strong background in investment company products and variable contracts, having earned his Series 6 license in 2012 and his Securities Industry Essentials license in 2018. Keith is currently registered with J.P. Morgan Securities LLC, and previously worked with Chase Investment Services Corp. Keith serves clients in California and Kentucky, with a special focus on individual and business portfolio management. He has a deep understanding of the financial markets and strives to provide clients with personalized investment strategies tailored to their unique needs.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
CA
10/01/2012 - Present
J.p. Morgan Securities LLC (HUNTINGTON BEACH CA)
CA
09/24/2012 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (LAKEWOOD CA)
BC
Issued 10/01/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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