Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Inman is an investment advisor representative registered with Raymond James & Associates, Inc., and a Registered Investment Advisor in Michigan. Keith has over 5 years of experience in the financial services industry. Keith is also licensed to conduct business in Arkansas, California, Colorado, Florida, Illinois, Massachusetts, Michigan, and 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.
Please see note in schedule d - miscellaneous
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.
1
2
MI
09/21/2023 - Present
Raymond James & Associates, Inc. (NOVI MI)
MA
04/30/2019 - 09/15/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (HINGHAM MA)
MA
08/28/2018 - 03/22/2019
SANTANDER SECURITIES LLC (DEDHAM MA)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/20/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/19/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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