Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mark? Claim Your ProfileMark David Keitel is an investment advisor representative with Cetera Investment Advisers LLC. Mark has been in the industry since 2007 and holds a Series 6, 7, 65 and 66 securities license. Mark has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, NYLIFE Securities LLC and First Command Financial Planning, Inc.. Mark has held various positions in the financial services industry for over 15 years.
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.
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
FL
02/13/2014 - Present
Cetera Investment Advisers LLC (TAMPA FL)
FL
02/02/2012 - 09/25/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LAKELAND FL)
FL
03/01/2010 - 01/20/2012
NYLIFE SECURITIES LLC (BRANDON FL)
FL
11/02/2009 - 02/16/2010
NYLIFE SECURITIES LLC (TAMPA FL)
FL
06/25/2009 - 07/24/2009
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
FL
01/31/2007 - 06/16/2009
FIRST COMMAND FINANCIAL PLANNING, INC. (TAMPA FL)
BOTH
Issued 4/19/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 1/3/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/22/2012
Series 7 - General Securities Representative Examination
BC
Issued 1/26/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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