Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Ronald Davis is a financial advisor with Ameriprise Financial Services, LLC. Keith has been in the financial services industry since 1980 and has a strong background in providing financial planning and investment advice. Keith is also registered as an Investment Advisor Representative in Nevada and Texas. He is committed to helping clients 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.
Asset allocation services
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
NV
07/26/2019 - Present
Ameriprise Financial Services, LLC (Reno NV)
NV
02/27/2009 - 08/07/2019
RBC CAPITAL MARKETS, LLC (RENO NV)
NV
10/18/1994 - 03/05/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RENO NV)
NY
10/10/1994 - 10/24/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
08/06/1986 - 10/10/1994
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
01/03/1984 - 07/22/1986
SENTRA SECURITIES CORPORATION
NA
07/08/1980 - 10/14/1983
PRIVATE LEDGER FINANCIAL SERVICES, INCORPORATED
IA
Issued 03/03/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/03/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1982
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/26/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
BC
Issued 07/01/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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