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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Richard? Claim Your ProfileRichard Keith is a financial advisor in Duncansville, Pennsylvania with over 39 years of experience in the financial services industry. Richard Keith is currently registered with Creative Financial Designs, Inc. and has been associated with the firm since May 2024. Richard Keith has also been associated with FIRST HEARTLAND CAPITAL, INC., INVEST FINANCIAL CORPORATION, BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC., CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. and PRUCO SECURITIES CORPORATION. Richard Keith holds a Series 6, 62, 63 and 65 licenses as well as the SIE exam. Richard Keith is a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
PA
05/16/2024 - Present
Creative Financial Designs, Inc. (Duncansville PA)
PA
02/02/2006 - 05/15/2024
FIRST HEARTLAND CAPITAL, INC. (DUNCANSVILLE PA)
WI
11/03/2003 - 02/16/2006
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
03/31/2003 - 11/04/2003
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
OH
12/18/2000 - 03/31/2003
CONTINENTAL CAPITAL INVESTMENT SERVICES, INC. (BRYAN OH)
NJ
07/06/1984 - 12/21/2000
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/02/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2004
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 07/03/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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