Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Fulton is a financial advisor in Monroeville, PA with over 16 years of experience in the industry. Keith has a Series 6, 7, 63 and 65 license and is registered with Cetera Investment Advisers LLC. Keith has worked in the financial services industry since 2006 with previous roles at LPL FINANCIAL LLC, CCO INVESTMENT SERVICES CORP., ESSEX NATIONAL SECURITIES, INC., UVEST FINANCIAL SERVICES GROUP, INC., and NATCITY INVESTMENTS, INC. Keith is also registered as an investment advisor representative in Texas. Keith’s areas of specialization are in retirement planning, estate planning, college savings, and insurance.
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.
1
2
PA
01/17/2023 - Present
Cetera Investment Advisers LLC (MONROEVILLE PA)
PA
08/20/2012 - 02/12/2014
LPL FINANCIAL LLC (MONROEVILLE PA)
PA
08/10/2010 - 08/21/2012
CCO INVESTMENT SERVICES CORP. (NORTH HUNTINGDON PA)
PA
05/28/2010 - 08/05/2010
ESSEX NATIONAL SECURITIES, INC. (JOHNSTOWN PA)
PA
04/30/2009 - 06/02/2010
UVEST FINANCIAL SERVICES GROUP, INC. (WINDBER PA)
PA
09/08/2006 - 04/15/2009
NATCITY INVESTMENTS, INC. (NORTH HUNTINGDON PA)
IA
Issued 03/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/08/2009
Series 7 - General Securities Representative Examination
BC
Issued 09/07/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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