Unclaimed
Keith Lindberg is an investment advisor representative. Keith is currently registered with Freedom Investment Management, Inc. and is actively registered as an Investment Advisor in New Jersey. Keith Lindberg has been in the industry since at least 1987.
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.
Model provider/strategist
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.
Minimum monthly account fee
1
2
NJ
02/14/2024 - Present
Freedom Investment Management, Inc. (Cranford NJ)
NA
03/02/1990 - 11/09/1992
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
NA
09/22/1987 - 06/03/1988
SHEARSON LEHMAN HUTTON INC.
IA
Issued 10/10/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/21/1988
Series 3 - National Commodity Futures Examination
BC
Issued 09/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
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