Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lovett is an investment advisor representative at Alliancebernstein LP, based in New York, NY. Keith has over 10 years of experience in the financial services industry. Keith specializes in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Keith is also experienced in asset allocation and financial planning.
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.
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.
Strategic management for diversified investment portfolios.
Asset allocation
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
09/29/2023 - Present
Alliancebernstein LP (NEW YORK NY)
NJ
05/09/2022 - 10/24/2023
FOUR POINTS CAPITAL PARTNERS LLC (RIDGEWOOD NJ)
NJ
01/18/2013 - 07/07/2017
FCG ADVISORS, LLC (CHATHAM NJ)
NJ
08/03/2009 - 01/22/2013
SECURIAN FINANCIAL SERVICES, INC. (PARSIPPANY NJ)
BC
Issued 04/28/2022
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 08/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 06/22/2022
Series 7TO - General Securities Representative Examination
BC
Issued 04/25/2022
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/31/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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