Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Robert Hering has been a registered investment advisor since 1986. Keith has been with Kennedy Investment Group since 2022 and previously worked at Raymond James Financial Services. Keith specializes in providing financial planning, portfolio management for individuals, and selection of other advisers. Keith is a Registered Investment Advisor in both New Jersey and Pennsylvania.
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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
09/30/2022 - Present
Kennedy Investment Group (Holicong PA)
PA
05/25/2004 - 10/13/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (HOLICONG PA)
MO
07/30/1990 - 05/19/2004
EDWARD JONES (ST. LOUIS MO)
NY
01/15/1990 - 07/31/1990
ERNST & COMPANY (NEW YORK NY)
NA
10/19/1989 - 01/17/1990
J F LOWE & COMPANY INCORPORATED
NY
12/08/1988 - 10/25/1989
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NA
08/26/1987 - 12/21/1987
INVESTORS BROKERAGE SERVICES, INC.
NA
05/27/1986 - 01/09/1987
EQUICO SECURITIES, INC.
NA
05/27/1986 - 01/05/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 04/14/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/28/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/12/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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