Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Martin is a financial advisor currently registered with J.P. Morgan Securities LLC. Keith has been in the financial industry since 2007. Keith holds the Series 6, 7, and 63 securities licenses, and the SIE exam. Keith is also a registered representative in California, Connecticut, Florida, Georgia, New Hampshire, New Jersey, and New York. Before joining J.P. Morgan Securities LLC, Keith was a registered representative with CHASE INVESTMENT SERVICES CORP. from 2009 to 2012. Prior to that, Keith was a registered representative with WAMU INVESTMENTS, INC. from 2007 to 2009. Keith's specializations include providing financial planning services, pension consulting services, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
NY
10/01/2012 - Present
J.p. Morgan Securities LLC (DEER PARK NY)
NY
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (DEER PARK NY)
NY
09/20/2007 - 05/02/2009
WAMU INVESTMENTS, INC. (EAST ISLIP NY)
NY
08/20/2001 - 03/19/2002
LADENBURG CAPITAL MANAGEMENT INC. (BETHPAGE NY)
BC
Issued 11/21/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/19/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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