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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Samuel? Claim Your ProfileSamuel Lewis Keck is an investment advisor representative associated with Osaic Advisory Services, LLC, based in Atlanta, Georgia. Samuel has been in the industry since 1993 and holds multiple licenses, including Series 6, 7, 22, and 63. Samuel has a broad range of experience, having worked with several firms throughout the years, including TRIAD ADVISORS LLC, PARKLAND SECURITIES, LLC, and WALNUT STREET SECURITIES, INC.. Osaic Advisory Services, LLC provides financial planning, portfolio management for individuals and businesses, and educational seminars to clients across various types including high net worth individuals, pension and profit-sharing plans, corporations, and individuals other than high net worth clients.
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.
1
2
GA
11/10/2023 - Present
Osaic Advisory Services, LLC (ATLANTA GA)
CO
11/10/2023 - 08/23/2024
TRIAD ADVISORS LLC (Englewood CO)
CO
02/09/2002 - 11/10/2023
PARKLAND SECURITIES, LLC (ENGLEWOOD CO)
CA
09/28/2000 - 02/09/2002
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NA
10/25/1989 - 12/31/1991
MULTI-FINANCIAL SECURITIES CORPORATION
NA
03/19/1985 - 12/31/1988
INVESTORS BROKERAGE SERVICES, INC.
NA
10/19/1983 - 05/18/1988
INTEGRATED RESOURCES EQUITY CORPORATION
BC
Issued 12/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2006
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 09/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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