Unclaimed
Keith Lathan is a financial advisor with Siebert Williams Shank & Co., LLC, a broker-dealer in Chicago, Illinois. Keith has been in the securities industry since June 10, 2011. Keith holds Series 7, Series 52TO, and Series 63 licenses. Keith is registered in Illinois and New York.
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.
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.
1
2
IL
11/05/2019 - Present
Siebert Williams Shank & CO., LLC (CHICAGO IL)
IL
06/10/2011 - 11/05/2019
THE WILLIAMS CAPITAL GROUP, L.P. (CHICAGO IL)
BC
Issued 11/23/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/08/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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