Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Carpenter is a financial advisor with Commonwealth Financial Network. Keith has been in the financial industry since December 16, 1992. Keith is licensed in 37 states and holds the Series 6, 7, 63 and 65 securities licenses. Keith is also a registered Investment Advisor in Kansas. Keith is a partner and co-owner in several private entities that facilitate securities business, including Summit Wealth Management, Inc. and Infinitas, LLC. Commonwealth Financial Network is a financial advisory firm headquartered in Waltham, Massachusetts, and is one of the largest independent financial advisory firms in the United 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.
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.
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.
1
2
KS
08/11/2006 - Present
Commonwealth Financial Network (OVERLAND PARK KS)
KS
12/17/1992 - 08/14/2006
MML INVESTORS SERVICES, INC. (OVERLAND PARK KS)
IA
Issued 04/29/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/03/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/22/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/15/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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