Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Forbes is a financial advisor registered with MML Investors Services, LLC in Erie, Pennsylvania. Keith has been in the securities industry since 1992 and is licensed in Pennsylvania and Virginia. Keith offers a variety of financial services including financial planning, pension consulting, educational seminars, and asset allocation programs. Keith has experience working with individuals, corporations, businesses, insurance companies, trusts, foundations and endowments. Previously, Keith has been registered with MSI Financial Services, Inc., Pruco Securities, LLC., MetLife Securities Inc., and Metropolitan Life Insurance Company.
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 programs
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.
Solicitors fees
1
2
PA
03/25/2017 - Present
MML Investors Services, LLC (ERIE PA)
PA
06/04/2007 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (ERIE PA)
PA
03/07/1998 - 05/29/2007
PRUCO SECURITIES, LLC. (PITTSBURGH PA)
MA
10/08/1992 - 01/30/1998
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
10/08/1992 - 01/30/1998
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 11/08/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/15/2002
Series 7 - General Securities Representative Examination
BC
Issued 10/06/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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