Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Najjar is a financial advisor who has been in the industry since 2004. Keith is currently registered with Cuso Financial Services, LP and is active in Massachusetts. Keith holds Series 6, 7, 63 and 66 licenses and a SIE certification. Prior to joining Cuso Financial Services, LP Keith was registered with Citizens Securities, INC, Santander Securities LLC, and LPL Financial LLC. Keith has a variety of experience, including portfolio management for individuals and businesses, as well as financial planning, pension consulting, educational seminars, 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.
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
MA
12/09/2021 - Present
Cuso Financial Services, LP (LUNENBURG MA)
MA
05/10/2013 - 11/08/2021
CITIZENS SECURITIES, INC. (WESTON MA)
MA
09/19/2012 - 05/15/2013
SANTANDER SECURITIES LLC (ROXBURY MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
04/02/2004 - 05/27/2008
IFMG SECURITIES, INC. (CAMBRIDGE MA)
BOTH
Issued 03/15/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/09/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2010
Series 7 - General Securities Representative Examination
BC
Issued 04/01/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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