Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Terrence Klein is a financial advisor with over 25 years of experience in the industry. Keith is a Certified Financial Planner™ and Chartered Financial Consultant. Keith is currently registered with The Ameriflex Group and has previously worked for several other firms, including Sagepoint Financial, Inc. and Securities America, Inc. Keith specializes in providing financial advice to individuals, families, and businesses. Keith offers a variety of services, including financial planning, investment management, and retirement planning.
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.
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.
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2
AZ
02/01/2020 - Present
THE Ameriflex Group (Tempe AZ)
AZ
01/31/2020 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (TEMPE AZ)
AZ
12/08/2016 - 02/03/2020
SECURITIES AMERICA, INC. (TEMPE AZ)
AZ
03/23/2011 - 12/08/2016
FOOTHILL SECURITIES, INC. (Phoenix AZ)
AZ
12/23/1998 - 03/31/2011
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PHOENIX AZ)
WI
12/23/1998 - 01/01/2002
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
07/11/1995 - 04/10/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
WI
07/11/1995 - 04/03/1997
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/14/2006
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/2000
Series 7 - General Securities Representative Examination
BC
Issued 07/10/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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