Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Rene Clark is a financial advisor with LPL Financial LLC. Keith has been in the financial industry since 1992. Keith's background includes experience with Edward Jones and Putnam Mutual Funds Corp. Keith specializes in working with individuals, corporations, investment clubs, and pension and profit sharing plans. Keith currently holds Series 6, 7, 63, and 66 licenses. Keith is registered to provide investment advice in 20 states.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
03/31/2023 - Present
LPL Financial LLC (CORPUS CHRISTI TX)
TX
05/23/2017 - 04/04/2023
EDWARD JONES (CORPUS CHRISTI TX)
MA
09/01/1998 - 01/28/1999
PUTNAM MUTUAL FUNDS CORP. (BOSTON MA)
MO
08/21/1992 - 12/18/1995
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
BOTH
Issued 05/01/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/06/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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