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 Schweitzer is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Bain Capital Distributors, LLC. Previously, Keith worked at Eaton Vance Distributors, Inc., Franklin Templeton Financial Services Corp., Franklin/Templeton Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Keith holds the Series 3, Series 63 and Series 7 licenses and the SIE certification. Keith Schweitzer is registered in 53 states.
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.
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.
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2
MA
01/05/2022 - Present
Bain Capital Distributors, LLC (BOSTON MA)
MA
09/15/2014 - 12/22/2021
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
CA
05/05/2008 - 09/02/2014
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (SAN MATEO CA)
CA
05/10/2004 - 05/05/2008
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
NY
10/17/2001 - 03/29/2004
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 06/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2014
Series 3 - National Commodity Futures Examination
BC
Issued 10/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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