Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Klein is a financial advisor associated with Cain, Watters & Associates, LLC. Keith has been in the industry since May 2010 and is registered with the state of Texas and Louisiana as an Investment Advisor Representative. He has a Series 65 license. Keith has experience working with a range of clients, including individuals, high-net-worth individuals, trusts for pension plans, and charitable organizations. The firm focuses on providing financial planning, portfolio management, and educational seminars to clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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TX
08/13/2010 - Present
Cain, Watters & Associates, LLC (FRISCO TX)
IA
Issued 07/28/2010
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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