Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Zuckerberg is a financial advisor with over 20 years of experience in the industry. Keith is currently registered with Eagle Strategies LLC in New York, NY. Previously, Keith was registered with Citizens Securities, Inc., Cetera Investment Services LLC, Capital One Investing, LLC, and Capital One Investment Services LLC. Keith has held several licenses including Series 7, Series 10, Series 24, Series 52, Series 53, and Series 63. Keith specializes in providing financial planning, portfolio management, and pension consulting services to individuals, high-net-worth individuals, corporations, and charitable organizations.
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.
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
NY
06/17/2024 - Present
Eagle Strategies LLC (NEW YORK NY)
NJ
08/17/2022 - 09/07/2023
CITIZENS SECURITIES, INC. (ELIZABETH NJ)
NJ
09/24/2018 - 08/17/2022
CETERA INVESTMENT SERVICES LLC (ELIZABETH NJ)
NY
01/02/2015 - 09/19/2018
CAPITAL ONE INVESTING, LLC (New York NY)
NY
09/27/2012 - 01/02/2015
CAPITAL ONE INVESTMENT SERVICES LLC (NEW YORK NY)
NY
04/17/2008 - 07/26/2012
CHASE INVESTMENT SERVICES CORP. (LITTLE NECK NY)
NY
06/14/2005 - 06/09/2006
GUNNALLEN FINANCIAL, INC (STATEN ISLAND NY)
MA
05/13/2003 - 06/18/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/13/2003 - 06/18/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
01/14/2000 - 09/09/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
02/07/1997 - 12/01/1998
BERNARD HEROLD & CO., INC. (NEW YORK NY)
FL
02/05/1996 - 11/27/1996
EURO-ATLANTIC SECURITIES INC. (BOCA RATON FL)
NA
06/07/1995 - 12/04/1995
L.B. SAKS, INC.
NY
12/12/1994 - 05/31/1995
NORFOLK SECURITIES CORP. (NEW YORK NY)
NY
09/15/1994 - 12/15/1994
GREENWAY CAPITAL CORP. (NEW YORK CITY NY)
NY
07/08/1994 - 09/09/1994
MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)
NJ
03/03/1994 - 07/08/1994
A.S. GOLDMEN & CO., INC. (RED BANK NJ)
NY
01/17/1994 - 02/04/1994
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
IA
Issued 11/18/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/31/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/13/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 3/30/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 3/22/2010
Series 53 - Municipal Securities Principal Examination
BC
Issued 6/20/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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