Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Thomas Forrest is a financial advisor with over 25 years of experience in the industry. Keith has been registered with LPL Financial LLC since June 2019. Before that, Keith was with Summit Brokerage Services, Inc., and H&R Block Financial Advisors, Inc. Keith holds multiple licenses and designations, including Series 7, Series 10, Series 52, Series 63, and Series 65. Keith provides investment advice and financial planning services to individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
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2
FL
06/03/2019 - Present
LPL Financial LLC (SPRING HILL FL)
FL
12/15/2006 - 06/10/2019
SUMMIT BROKERAGE SERVICES, INC. (SPRINGHILL FL)
FL
11/01/1995 - 12/19/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (BROOKSVILLE FL)
IA
Issued 02/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2001
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/03/2001
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1996
Series 7 - General Securities Representative Examination
BC
Issued 10/30/1995
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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