Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Richard Keith is a financial advisor with over 30 years of experience in the financial services industry. Kevin is currently registered with Hightower Advisors, LLC in Lebanon, PA. Kevin has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Advest, Inc., Wheat, First Securities, Inc., Butcher & Singer Inc., and First Jersey Securities, Inc. Kevin holds Series 63, 65, 7, 8, 9, 10, 31, and SIE licenses. Kevin is also a registered investment advisor in Pennsylvania and Ohio.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
PA
10/10/2017 - Present
Hightower Advisors, LLC (Lebanon PA)
PA
03/06/1995 - 10/10/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LANCASTER PA)
PA
12/05/2005 - 02/01/2006
ADVEST, INC. (LEBANON PA)
NC
01/01/1991 - 03/17/1995
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
01/03/1987 - 01/01/1991
BUTCHER & SINGER INC.
NA
01/21/1986 - 01/01/1987
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/01/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/14/1995
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/18/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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