Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Scott Crabtree is a financial advisor registered with Wells Fargo Clearing Services, LLC. Keith has been working in the financial industry for over 26 years. Keith has a wide range of experience in providing financial advice to individuals and businesses. Keith is registered in 24 states and the District of Columbia, and holds several professional licenses, including Series 6, 7, 24, 27, 31, 63, 65, 99TO and SIE. Keith has held previous positions with First Clearing, LLC, Morgan Stanley, Morgan Stanley DW Inc., and Dreyfus Investment Services Company, LLC. Keith's specialties include portfolio management, financial planning, and investment consulting services. Keith is committed to providing his clients with personalized financial advice that meets their individual needs and 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.
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.
Investment consulting services to institutional clients
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.
1
2
NC
11/08/2017 - Present
Wells Fargo Clearing Services, LLC (CHAPEL HILL NC)
MO
04/24/2015 - 05/23/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
PA
06/01/2009 - 03/26/2015
MORGAN STANLEY (PITTSBURGH PA)
PA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PITTSBURG PA)
PA
09/26/2003 - 04/02/2007
MORGAN STANLEY DW INC. (PITTSBURG PA)
PA
10/03/1995 - 07/17/2002
DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)
MN
09/09/1993 - 12/03/1993
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/09/1993 - 12/03/1993
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
11/03/1989 - 02/21/1990
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 06/30/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/17/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/30/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/30/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/06/2001
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/15/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/1993
Series 7 - General Securities Representative Examination
BC
Issued 11/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Keith Crabtree is the right advisor for you? Invested Better is here to help.
