Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Larkin is a financial professional with over 20 years of experience in the financial services industry. Keith is currently registered with Robertson Stephens and is based in San Francisco, California. Keith has a strong background in wealth management and investment advising and has held positions at several well-known firms, including Wells Fargo Clearing Services, LLC, Deutsche Bank Securities Inc., Neuberger Berman, LLC, and Stephens Inc. Keith holds a variety of licenses and certifications, including Series 6, 7, 63, and 66. Keith is committed to providing clients with personalized financial advice and guidance to help them 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.
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.
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CA
12/01/2021 - Present
Robertson Stephens (SAN FRANCISCO CA)
CA
09/17/2013 - 12/10/2021
WELLS FARGO CLEARING SERVICES, LLC (SAN FRANCISCO CA)
CA
10/11/2006 - 09/24/2013
DEUTSCHE BANK SECURITIES INC. (SAN FRANCISCO CA)
CA
02/18/2003 - 10/10/2006
NEUBERGER BERMAN, LLC (SAN FRANCISCO CA)
NY
09/26/2000 - 01/21/2003
RIM SECURITIES LLC (NEW YORK NY)
AR
04/16/1998 - 11/09/1999
STEPHENS INC. (LITTLE ROCK AR)
BOTH
Issued 04/23/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/08/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2001
Series 7 - General Securities Representative Examination
BC
Issued 04/13/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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