Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith William Petrus is a registered investment advisor representative with Morgan Stanley. Keith is a veteran of the financial services industry, having worked in the sector since 2007. Prior to joining Morgan Stanley, Keith held positions at DOMINICK & DOMINICK LLC and UBS FINANCIAL SERVICES INC. Keith holds licenses in multiple states, including New York, New Jersey, Texas, and Connecticut, and possesses a variety of industry credentials, including the Series 7, Series 66, and SIE exams. Keith offers a wide range of advisory services to individuals, families, and businesses, including financial planning, asset allocation advice, and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/08/2020 - Present
Morgan Stanley (New York NY)
NY
09/23/2010 - 10/22/2014
DOMINICK & DOMINICK LLC (NEW YORK NY)
NY
11/17/2006 - 07/07/2010
UBS FINANCIAL SERVICES INC. (NEW YORK NY)
BOTH
Issued 04/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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