Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Leon Glaser is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with J. W. Cole Advisors, Inc. Previously, Keith has been registered with G.F. INVESTMENT SERVICES, LLC, LASALLE ST SECURITIES, L.L.C., ROYAL ALLIANCE ASSOCIATES, INC., MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Keith holds Series 31, Series 7, and SIE licenses as well as a Uniform Combined State Law Examination license. Keith provides hourly & fixed rate consulting, financial planning, educational seminars, and portfolio management for businesses and individuals.
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.
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.
Hourly & fixed rate consulting
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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2
FL
10/09/2014 - Present
J. W. Cole Advisors, Inc. (TAMPA FL)
FL
07/09/2013 - 10/02/2014
G.F. INVESTMENT SERVICES, LLC (TAMPA FL)
FL
03/18/2010 - 05/15/2013
LASALLE ST SECURITIES, L.L.C. (TAMPA FL)
FL
02/11/2009 - 04/01/2010
ROYAL ALLIANCE ASSOCIATES, INC. (TAMPA FL)
FL
04/02/2007 - 12/17/2008
MORGAN STANLEY & CO. INCORPORATED (TAMPA FL)
FL
10/22/2004 - 04/02/2007
MORGAN STANLEY DW INC. (TAMPA FL)
NY
09/12/2001 - 10/26/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 04/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/11/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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