Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Richard Meyer is a financial advisor with over 20 years of experience in the industry. Keith has been a registered representative with Morgan Stanley since 2017 and has worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated before that. Keith holds licenses in various states and has a wide range of certifications including the Series 66, Series 7, Series 10 and Series 9. He is also a Certified Financial Planner. Keith works with individuals, businesses, investment companies, pension plans, charitable organizations, and high-net-worth individuals. His areas of expertise include financial planning, asset allocation, portfolio management, and pension consulting.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
OH
01/20/2017 - Present
Morgan Stanley (Centerville OH)
OH
06/04/2002 - 01/25/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MIAMISBURG OH)
BOTH
Issued 08/24/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/05/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2016
Series 31 - Futures Managed Funds Examination
BC
Issued 06/01/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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