Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Powell is a financial advisor with over 18 years of experience in the industry. Currently, Keith is registered as a Registered Representative with Morgan Stanley in Alpharetta, Georgia. Previously, Keith was registered with E*TRADE SECURITIES LLC, also in Alpharetta. Keith has a broad range of experience in the financial industry and specializes in providing investment advisory services to individuals, families, and businesses. Keith holds several industry licenses and designations, including Series 7, Series 63, Series 66, and Series 24. In addition to his work as a financial advisor, Keith is also a Partner with Automatic Goods LLC, a business that focuses on automotive, transportation, publishing, retail and rental properties. Keith is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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
GA
03/30/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
04/03/2007 - 03/28/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
GA
02/14/2005 - 01/18/2007
EDWARD JONES (DULUTH GA)
BOTH
Issued 04/07/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 08/13/2008
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/31/2005
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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