Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Gillies is a financial advisor with over 39 years of experience in the financial services industry. Keith has held various positions with firms such as Carillon Investments, Inc. and The Advisors Group, Inc. Currently, Keith is an Investment Advisor Representative for Ameritas Advisory Services, LLC. Keith holds a Series 63, Series 24 and Series 7 licenses. In addition, Keith holds the Chartered Financial Consultant designation. Keith specializes in providing financial planning, pension consulting and portfolio management for individuals, businesses and pension and profit-sharing plans.
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.
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.
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.
Solicitor fees
1
2
LA
07/14/2023 - Present
Ameritas Advisory Services, LLC (LAPLACE LA)
LA
02/16/2000 - 06/30/2006
CARILLON INVESTMENTS, INC. (LAPLACE LA)
MD
12/14/1994 - 02/23/2000
THE ADVISORS GROUP, INC. (BETHESDA MD)
OH
04/26/1988 - 01/12/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
NA
05/25/1984 - 05/03/1988
CNA INVESTOR SERVICES, INC.
BC
Issued 03/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Gillies is the right advisor for you? Invested Better is here to help.
