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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith P. Witt is a financial advisor with LPL Financial LLC, located in COSTA MESA, CA. Keith has been in the financial industry since 2004, providing financial advice and services to individuals, families, and businesses. Keith has a wide range of experience in the financial services industry, and holds several licenses and certifications, including the Series 7, Series 31, and Series 66 licenses. In addition, Keith has a strong track record of success in helping clients reach their financial goals. Prior to joining LPL Financial LLC, Keith worked at CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
03/06/2010 - Present
LPL Financial LLC (COSTA MESA CA)
CA
05/29/2007 - 02/24/2010
CITIGROUP GLOBAL MARKETS INC. (BUENA PARK CA)
CA
06/13/2006 - 05/29/2007
CITICORP INVESTMENT SERVICES (COSTA MESA CA)
CA
09/03/2004 - 06/05/2006
MORGAN STANLEY DW INC. (SANTA ANA CA)
BOTH
Issued 09/30/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 09/01/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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