Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith McGurrin is an investment advisor representative registered with Ameriprise Financial Services, LLC. Keith has been working in the financial industry since 2003. Keith holds a Series 7, 10, 24, 63, and 65 securities licenses. Keith has been registered with Ameriprise Financial Services, LLC since 2020. Keith has been working in the financial industry since 2003 and has experience with a variety of financial institutions, including T. Rowe Price and Morgan Stanley DW Inc. Keith has experience providing financial planning, portfolio management, and asset allocation 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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
NY
04/16/2021 - Present
Ameriprise Financial Services, LLC (NEW YORK NY)
MD
03/16/2010 - 09/28/2020
T. ROWE PRICE INVESTMENT SERVICES, INC. (OWINGS MILLS MD)
NY
08/11/2004 - 11/13/2009
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
MN
08/11/2004 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NY
03/11/2003 - 06/18/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
MN
08/20/2002 - 10/14/2002
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 05/03/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2005
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 10/05/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/26/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/22/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/10/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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