Unclaimed
Keith R. Sanders is a registered representative with Cetera Investment Advisers LLC, based in Oakland, Maryland. Keith has been in the industry since 2001. Keith's previous experience includes positions with NatCity Investments, Inc. and NatCity Insurance Services, Inc. Keith holds the Series 66, Series 7, and SIE exams. Keith has a strong background in financial planning and portfolio management, serving a wide range of clients, including individuals, businesses, pension plans, and charitable organizations. Keith also serves as a trust officer for First United Bank and Trust, a role that does not involve investment advice or trading.
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
MD
01/21/2014 - Present
Cetera Investment Advisers LLC (OAKLAND MD)
OH
01/03/2001 - 10/16/2002
NATCITY INVESTMENTS, INC. (CLEVELAND OH)
OH
01/03/2001 - 12/31/2001
NATCITY INSURANCE SERVICES, INC. (CLEVELAND OH)
BOTH
Issued 3/21/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/2/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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