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 Soltis is a financial advisor with Summit Financial, LLC. Keith has been in the financial services industry since 1996. Keith is a registered representative in New Jersey and holds the Series 6, Series 7, Series 24 and Series 63 securities licenses. Keith also holds the SIE exam. Keith offers financial planning, portfolio management, pension consulting, and selection of other advisers. Keith has been a contributing writer and has published the book "Ivy League Wealth Secrets". Keith also offers traditional insurance and fixed annuity products.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
NJ
01/28/2022 - Present
Summit Financial, LLC (PARSIPPANY NJ)
NJ
03/25/2017 - 05/12/2022
MML INVESTORS SERVICES, LLC (WALL TOWNSHIP NJ)
NJ
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WALL TOWNSHIP NJ)
NJ
10/06/2009 - 01/02/2015
NEW ENGLAND SECURITIES (WALL TOWNSHIP NJ)
NJ
06/29/2005 - 09/24/2009
MML INVESTORS SERVICES, INC. (FREEHOLD NJ)
NY
08/13/1996 - 07/12/2005
NEW ENGLAND SECURITIES (NEW YORK NY)
BC
Issued 08/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/24/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/1997
Series 7 - General Securities Representative Examination
BC
Issued 08/09/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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