Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Brandt is a financial professional with over 30 years of experience in the industry. He currently provides financial advice as a Registered Representative with Kestra Private Wealth Services, LLC. Keith is a Certified Financial Planner™ and has passed the Uniform Investment Adviser Law Examination. Keith has previously held positions with LPL Financial LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. His current office location is in Austin, Texas.
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.
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
TX
11/13/2012 - Present
Kestra Private Wealth Services, LLC (AUSTIN TX)
CA
11/13/2012 - 03/05/2014
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
05/26/1983 - 11/14/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RANCHO SANTA FE CA)
IA
Issued 01/20/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/01/1989
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 05/21/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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