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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Heritage is a financial advisor with Prosperity Capital Advisors. Keith has been working in the financial services industry since 2006. Keith's specializations include portfolio management for individuals and businesses, financial planning, and educational seminars. Keith holds Series 6, 7, and SIE licenses. Keith is registered in Connecticut, Florida, Georgia, Louisiana, Mississippi, Pennsylvania, and Texas.
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.
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.
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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FL
09/27/2021 - Present
Prosperity Capital Advisors (Newberry FL)
FL
11/11/2016 - 09/30/2021
CETERA ADVISOR NETWORKS LLC (NEWBERRY FL)
FL
05/09/2012 - 11/14/2016
GRADIENT SECURITIES, LLC (OCALA FL)
FL
10/02/2009 - 05/08/2012
BROOKSTONE SECURITIES, INC. (OCALA FL)
FL
02/05/2007 - 11/03/2009
J.W. COLE FINANCIAL, INC. (OCALA FL)
NC
11/28/2006 - 02/10/2007
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
BC
Issued 12/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/27/2018
Series 7 - General Securities Representative Examination
BC
Issued 11/27/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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