Unclaimed
Keith Matthew Rinn is an Investment Advisor Representative at Fisher Investments. Keith has been with Fisher Investments since May 2006. Keith has been in the industry for over 23 years. Keith is registered with the state of Florida and Texas. Keith holds the Series 66 and the Series 7 licenses. Keith specializes in Portfolio Management for Businesses, Portfolio Management for Individuals, Portfolio Management for Investment Companies, and Portfolio Management for Pooled Investment Vehicles.
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.
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.
Portfolio assessment
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
09/28/2023 - Present
Fisher Investments (PLANO TX)
MA
10/20/2004 - 07/15/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
05/07/1999 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
CA
07/19/2002 - 09/17/2002
ROBERTSON STEPHENS, INC. (SAN FRANCISCO CA)
BOTH
Issued 04/14/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/02/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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