Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Landry is a financial advisor with Citigroup Global Markets Inc. Keith has been in the industry since 1987. Keith has over 30 years of experience in the financial services industry and specializes in providing investment advice and portfolio management to individuals, businesses, and institutions. Keith holds a Series 66, Series 63, Series 10, Series 9, Series 53, Series 24, Series 99TO, Series 52TO, SIE, Series 31, Series 7, and Series 6. Keith is registered with the Securities and Exchange Commission (SEC) and FINRA, and has registrations with 53 states.
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.
Asset allocation advice
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
NY
08/17/2021 - Present
Citigroup Global Markets Inc. (NEW YORK NY)
NY
03/28/2017 - 06/29/2017
CITI PRIVATE ADVISORY, LLC (New York NY)
DE
09/17/2010 - 06/03/2016
J.P. MORGAN SECURITIES LLC (NEWARK DE)
NJ
03/05/2010 - 09/02/2010
METLIFE SECURITIES INC. (CRANFORD NJ)
NJ
03/05/2010 - 06/03/2010
NEW ENGLAND SECURITIES (ISELIN NJ)
NJ
03/05/2010 - 06/03/2010
TOWER SQUARE SECURITIES, INC. (ISELIN NJ)
NJ
03/05/2010 - 06/03/2010
WALNUT STREET SECURITIES, INC. (ISELIN NJ)
NY
09/09/1986 - 07/07/2009
RIVERSOURCE FUND DISTRIBUTORS, INC. (NEW YORK NY)
BOTH
Issued 11/16/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/13/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/19/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/02/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/20/2005
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 09/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 09/08/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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