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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Levy Traffican is an investment advisor representative with Kestra Advisory Services, LLC. Keith has been in the industry since February 15, 2014. Keith is registered in Pennsylvania and Texas. Keith is also registered with Kestra Investment Services, LLC. Keith has a Series 6, Series 7, Series 63, Series 65, and SIE. Keith has experience working with clients in the following categories: high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, charitable organizations, and insurance companies. Keith provides financial planning 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.
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
PA
07/10/2023 - Present
Kestra Advisory Services, LLC (Bridgeville PA)
PA
04/25/2017 - 07/11/2023
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
08/25/2014 - 05/05/2017
PNC INVESTMENTS (PITTSBURGH PA)
PA
01/23/2014 - 07/31/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PITTSBURGH PA)
IA
Issued 12/31/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/17/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/2017
Series 7 - General Securities Representative Examination
BC
Issued 01/23/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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