Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Vance is a financial advisor with over 28 years of experience in the industry. Keith has been with Fidelity Personal and Workplace Advisors since 2018 and holds a Series 7 and 66 license along with a Certified Financial Planner designation. Before joining Fidelity Personal and Workplace Advisors, Keith was with The Dreyfus Service Corporation from 1997 to 2000. Keith is registered to provide investment advice in 56 states and territories.
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.
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.
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2
CA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PASADENA CA)
NY
03/24/1997 - 10/13/2000
THE DREYFUS SERVICE CORPORATION (NEW YORK NY)
MI
02/14/1994 - 12/10/1996
OLDE DISCOUNT CORPORATION (DETROIT MI)
NJ
10/22/1993 - 01/28/1994
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
09/10/1993 - 10/07/1993
AMERICORP SECURITIES, INC. (NEW YORK NY)
BOTH
Issued 03/19/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/15/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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