Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Paul Graveline is a financial advisor with over 30 years of experience in the industry. He is currently registered with Osaic Institutions, Inc., a firm that specializes in providing financial planning, investment management, and other advisory services to individuals, corporations, and charitable organizations.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
08/27/2014 - Present
Osaic Institutions, Inc. (Fall River MA)
MA
02/07/2012 - 09/02/2014
MML INVESTORS SERVICES, LLC (FALL RIVER MA)
MA
07/07/2009 - 02/02/2012
SECURITIES AMERICA, INC. (NORTH EASTON MA)
CA
12/09/2005 - 07/07/2009
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
MA
11/01/2004 - 12/09/2005
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
01/18/2000 - 10/29/2004
COMMONWEALTH FINANCIAL NETWORK (WALTHAM MA)
RI
05/20/1996 - 01/24/2000
FISCO EQUITY, INC. (LINCOLN RI)
MA
07/08/1987 - 03/07/1996
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
07/08/1987 - 03/07/1996
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
BC
Issued 10/07/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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