Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lecky is a financial professional with over 30 years of experience in the industry. Keith is currently registered with Mml Investors Services, LLC and has been associated with this firm since March 2017. Keith's previous affiliations include MSI Financial Services, Inc. and New England Securities. Keith holds the Series 6, 7, and 63 licenses, as well as the SIE exam. Keith is also a Chartered Financial Consultant. Keith specializes in providing financial planning, portfolio management for businesses and individuals, and educational seminars to clients.
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.
Asset allocation programs
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.
Solicitors fees
1
2
PA
04/03/2024 - Present
MML Investors Services, LLC (NEWTOWN SQUARE PA)
PA
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (NEWTOWN SQUARE PA)
PA
10/01/1992 - 01/02/2015
NEW ENGLAND SECURITIES (NEWTOWN SQUARE PA)
BC
Issued 10/14/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/13/1998
Series 7 - General Securities Representative Examination
BC
Issued 9/30/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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