Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lohm is an investment advisor representative with Allstate Financial Advisors, LLC. Keith has been in the financial services industry since 1991. Keith is registered with the state of Pennsylvania. Keith's office is located in Coraopolis, Pennsylvania, and Keith has been with Allstate Financial Advisors, LLC since April 2021.
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.
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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.
Third party advisory fees
1
2
PA
04/28/2021 - Present
Allstate Financial Advisors, LLC (Corapolis PA)
PA
04/03/2018 - 11/06/2019
CITIZENS SECURITIES, INC. (PITTSBURGH PA)
PA
10/04/2017 - 04/05/2018
LPL FINANCIAL LLC (BRIDGEVILLE PA)
PA
12/10/2013 - 10/04/2017
CETERA INVESTMENT SERVICES LLC (BRIDGEVILLE PA)
OH
11/08/2013 - 12/10/2013
OBS BROKERAGE SERVICES, INC. (WHITEHOUSE OH)
PA
07/09/2010 - 10/30/2013
NATIONWIDE SECURITIES, LLC (MCCLELLANDTOWN PA)
CO
02/23/2010 - 05/26/2010
WORLD CAPITAL BROKERAGE, INC. (DENVER CO)
PA
09/06/2006 - 02/11/2008
JEFFERSON PILOT SECURITIES CORPORATION (CANONSBURG PA)
PA
05/22/2002 - 06/19/2006
CUNA BROKERAGE SERVICES, INC. (LOWER BURRELL PA)
IN
03/21/2000 - 05/08/2002
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
02/16/1998 - 04/04/2000
SIGNATOR INVESTORS, INC. (BOSTON MA)
NY
04/06/1995 - 01/14/1998
MONY SECURITIES CORP. (NEW YORK NY)
IA
09/25/1992 - 02/09/1995
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
NY
06/05/1987 - 09/14/1992
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
MA
05/27/1987 - 09/14/1992
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NA
07/23/1986 - 09/15/1986
FIRST JERSEY SECURITIES, INC.
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/04/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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