Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Patrick Parker is a financial advisor with Assetmark Brokerage, LLC. Keith is a licensed Series 63, 66, 7 and SIE holder. Keith has 7+ years of experience in the industry. Prior to joining Assetmark Brokerage, LLC, Keith was registered with GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. and CHARLES SCHWAB & CO., INC.
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.
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.
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CA
03/03/2023 - Present
Assetmark Brokerage, LLC (CONCORD CA)
CA
10/29/2015 - 06/30/2017
GLOBAL ALTERNATIVE INVESTMENT SERVICES, INC. (SAN FRANCISCO CA)
CA
09/23/2005 - 08/30/2007
CHARLES SCHWAB & CO., INC. (SAN FRANCISCO CA)
BC
Issued 07/29/2016
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 11/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/03/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/11/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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