Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith R Dewey is a financial professional with over 20 years of experience in the industry. Keith currently works for Equitable Advisors, LLC, a firm with a strong commitment to providing comprehensive financial planning and investment solutions. Prior to joining Equitable Advisors, LLC, Keith held positions at Prudential Investment Management Services LLC and UBS Paine Webber Inc. Keith is licensed to provide financial services in Arizona, Delaware, Florida, Massachusetts, Minnesota, New Jersey, New York, North Carolina, Pennsylvania, South Carolina, Tennessee, and West Virginia.
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.
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
NJ
11/01/2021 - Present
Equitable Advisors, LLC (TOMS RIVER NJ)
NJ
01/14/2002 - 12/10/2020
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
01/29/2001 - 11/02/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NE
07/15/1999 - 09/05/2000
DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)
BOTH
Issued 02/22/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/29/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2018
Series 24 - General Securities Principal Examination
BC
Issued 03/24/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/14/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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