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 Toussaint is a financial advisor with over 27 years of experience in the financial services industry. He holds the Series 6, 7, and 63 securities licenses, as well as the Series 65 investment advisor license. Keith is also a Certified Financial Planner. Keith works at IC Advisory Services, Inc. a registered investment advisor, where he provides financial planning, portfolio management, and pension consulting services to individuals, corporations, and institutions.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
1
2
NJ
08/05/2024 - Present
IC Advisory Services, Inc. (BEDMINSTER NJ)
NJ
11/18/2011 - 10/02/2014
SIGNATOR INVESTORS, INC. (Cherry Hill NJ)
NJ
12/02/2002 - 11/30/2011
HORNOR, TOWNSEND & KENT, INC. (EDISON NJ)
DE
06/01/1995 - 12/13/2002
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
BC
Issued 06/22/1998
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/13/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2005
Series 7 - General Securities Representative Examination
BC
Issued 05/31/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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