Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Barberis is a financial advisor with over 25 years of experience in the financial services industry. Keith has held various positions with several well-known firms, including UBS Financial Services Inc., Raymond James Financial Services, Inc., and Citigroup Global Markets Inc. Keith is currently registered with Steward Partners Investment Advisory, LLC, and provides investment advice and financial planning services to a diverse clientele, including individuals, families, businesses, and institutions. Keith holds the Series 6, Series 7, and Series 66 licenses. He also holds the Certified Financial Planner designation.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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
MD
02/05/2018 - Present
Steward Partners Investment Advisory, LLC (BETHESDA MD)
MD
07/20/2016 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
04/24/2009 - 07/29/2016
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
MD
02/21/2006 - 05/14/2009
CITIGROUP GLOBAL MARKETS INC. (BETHESDA MD)
MD
05/16/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
06/11/1997 - 07/01/1998
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
06/11/1997 - 07/01/1998
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 8/2/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 6/9/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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