Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Stuart Keidan is a financial advisor and has been in the industry since January 1980. Robert is currently registered with Keidan Financial Consultants LLC as a Registered Investment Advisor. Robert is also a Certified Financial Planner. He is a licensed financial advisor in 30 states including Ohio, California, Florida, Illinois, and New York. Robert has held previous positions at INTEGRATED RESOURCES EQUITY CORPORATION, IDS LIFE INSURANCE COMPANY, IDS MARKETING CORPORATION, and INVESTORS DIVERSIFIED SERVICES, INC. Robert's current firm, Keidan Financial Consultants LLC, provides financial planning, portfolio management for individuals and pension consulting. The firm works with high-net-worth individuals, individuals other than high-net-worth, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/01/2001 - Present
Keidan Financial Consultants LLC (COLUMBUS OH)
NA
04/28/1983 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
01/12/1980 - 05/03/1983
IDS LIFE INSURANCE COMPANY
NA
01/12/1980 - 05/03/1983
IDS MARKETING CORPORATION
NA
01/12/1980 - 05/03/1983
INVESTORS DIVERSIFIED SERVICES, INC.
BC
Issued 05/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/1983
Series 7 - General Securities Representative Examination
BC
Issued 01/12/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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