Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Reed is a financial professional with over 35 years of experience in the financial services industry. Keith is currently registered with Cambridge Investment Research Advisors, Inc., and provides financial planning, portfolio management, and educational seminars to individual investors.
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.
Solicitation fees from 3rd party money managers
1
2
OH
01/10/2018 - Present
Cambridge Investment Research Advisors, Inc. (Mason OH)
OH
01/02/2015 - 01/04/2018
PRIVATE CLIENT SERVICES, LLC (Cincinnati OH)
OH
11/14/2014 - 01/09/2015
SECURITIES AMERICA, INC. (CINCINNATI OH)
OH
09/28/2011 - 11/14/2014
SUNSET FINANCIAL SERVICES, INC. (CINCINNATI OH)
OH
06/04/2008 - 10/04/2011
SIGNATOR INVESTORS, INC. (CINCINNATI OH)
OH
04/26/2006 - 05/05/2008
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
OH
04/05/2005 - 04/27/2006
PARK AVENUE SECURITIES LLC (CENTERVILLE OH)
FL
10/18/2004 - 04/01/2005
LEGEND EQUITIES CORPORATION (PALM BEACH GARDENS FL)
DE
09/02/1999 - 07/03/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
IN
08/05/1998 - 07/16/1999
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
IN
08/05/1998 - 07/16/1999
AUL EQUITY SALES CORP. (INDIANAPOLIS IN)
MO
10/02/1985 - 08/07/1998
BMA FINANCIAL SERVICES, INC. (KANSAS CITY MO)
NA
06/02/1982 - 09/19/1984
METLIFE SECURITIES INC.
NA
06/02/1982 - 09/19/1984
METROPOLITAN LIFE INSURANCE COMPANY
BC
Issued 12/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2001
Series 24 - General Securities Principal Examination
BC
Issued 01/31/2000
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/2001
Series 7 - General Securities Representative Examination
BC
Issued 05/28/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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