Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keitha? Claim Your ProfileKeitha Lee Kinne is a financial advisor registered in the states of Connecticut, Illinois, Pennsylvania and Texas. Keitha is a Registered Representative for Amg Funds Llc in Stamford, Connecticut. Keitha has been working in the financial industry since August 1991. Before joining Amg Funds Llc in 2010, Keitha worked for Legg Mason Investor Services, LLC, Citigroup Global Markets Inc., Prudential Investment Management Services LLC, Paine Webber Incorporated and Kidder, Peabody & Co. Incorporated. Keitha holds the following licenses: Series 7, Series 24, Series 63, and Series 65. Keitha also has the designation of Chartered Financial Analyst. Keitha specializes in providing financial advice to individuals and businesses.
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.
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.
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.
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.
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2
CT
06/17/2010 - Present
AMG Funds LLC (STAMFORD CT)
CT
12/01/2005 - 07/23/2007
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
03/01/2005 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
10/19/1999 - 05/26/2004
PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC (NEWARK NJ)
NJ
01/28/1995 - 07/26/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
07/02/1990 - 01/28/1995
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 03/28/2001
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/13/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/13/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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