Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Wesley Schongar is an Investment Advisor Representative associated with Empower Advisory Group, LLC in Greenwood Village, CO. Keith has been in the industry since 2013 and has passed the Series 63, Series 7 and Series 66 examinations. Keith has previously been registered with TD Ameritrade, Inc. in Charleston, WV and Scottrade, Inc. in Charleston, WV.
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.
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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2
CO
04/03/2023 - Present
Empower Advisory Group, LLC (GREENWOOD VILLAGE CO)
WV
02/26/2018 - 01/11/2021
TD AMERITRADE, INC. (CHARLESTON WV)
WV
10/29/2013 - 02/26/2018
SCOTTRADE, INC. (CHARLESTON WV)
BOTH
Issued 06/22/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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