Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Latimer is an investment advisor representative who has been working in the industry since October 3, 1997. Keith is currently registered with Ameriprise Financial Services, LLC and has been registered with the firm since March 2020. Keith's primary office location is in Milltown, New Jersey. Prior to joining Ameriprise Financial Services, LLC, Keith was employed by THE INVESTMENT CENTER, INC. for 10 years from June 2009. Before that Keith was with Merrill Lynch, Pierce, Fenner & Smith Incorporated from March 2006 to June 2009. Keith has a broad range of experience working with a variety of clients, including individuals, corporations, and trusts/estates. Keith specializes in portfolio management, financial planning, and asset allocation services.
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 services
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.
1
2
NJ
10/05/2022 - Present
Ameriprise Financial Services, LLC (Milltown NJ)
NJ
06/12/2009 - 12/13/2019
THE INVESTMENT CENTER, INC. (MILLTOWN NJ)
NJ
03/17/2006 - 06/16/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PRINCETON NJ)
MO
07/01/2003 - 03/17/2006
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/01/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
MA
02/23/1998 - 11/02/2000
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NY
08/06/1997 - 03/03/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
08/06/1997 - 03/03/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 05/29/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/06/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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