Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lawrence Murray is a financial advisor registered with Chapin, Davis. Keith has been working in the financial services industry since May 15, 1996. Keith has a Series 7 and Series 63 license, as well as the SIE and Series 65 exams. Keith is registered with the following states: California, Delaware, District of Columbia, Florida, Georgia, Indiana, Maryland, Nevada, New Jersey, New Mexico, North Carolina, Pennsylvania, South Carolina, Tennessee, Virginia, and West Virginia. Keith is also a Certified Financial Planner. Keith has been employed with Chapin, Davis since November 2009. Previously, Keith worked with MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and UBS FINANCIAL SERVICES INC. Keith specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
MD
11/13/2009 - Present
Chapin, Davis (BALTIMORE MD)
MD
01/21/2005 - 11/18/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BALTIMORE MD)
NJ
05/16/1996 - 02/08/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 06/07/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/23/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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