Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith L. Wood is a financial advisor with MML Investors Services, LLC. Keith has been in the financial services industry since June 15, 2014. Keith has a strong background in the industry, having previously worked at VOYA FINANCIAL ADVISORS, INC., Westminster Financial Securities, Inc. and Stifel Independent Advisors, LLC. Keith is licensed to sell securities in Illinois, Ohio, and Texas. Keith specializes in providing financial planning, portfolio management, and pension consulting services. Keith has a strong commitment to helping clients 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.
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.
Asset allocation programs
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.
A percentage of the total value of assets under management is charged.
Solicitors fees
1
2
OH
01/18/2024 - Present
MML Investors Services, LLC (MEDINA OH)
OH
10/19/2021 - 01/13/2023
STIFEL INDEPENDENT ADVISORS, LLC (WESTLAKE OH)
OH
02/26/2019 - 10/22/2021
WESTMINSTER FINANCIAL SECURITIES, INC. (WESTLAKE OH)
OH
06/30/2016 - 02/28/2019
VOYA FINANCIAL ADVISORS, INC. (WESTLAKE OH)
OH
05/07/2014 - 05/20/2016
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (CLEVELAND OH)
BC
Issued 09/04/2020
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/23/2018
Series 7 - General Securities Representative Examination
BC
Issued 05/07/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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