Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shattuck? Claim Your ProfileShattuck Franklin Lamm is a financial advisor with over 20 years of experience in the industry. Shattuck is a partner and owner of Keystone Private Wealth and has been a registered representative since 2001. Shattuck is also registered as an investment advisor representative in California, Florida, and Texas. Keystone Private Wealth is an independent wealth management firm with offices in Palm Desert, CA and Panama City Beach, FL. Shattuck and the Keystone team provide investment advice and financial planning services to individuals, families, and businesses.
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.
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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CA
05/19/2021 - Present
Keystone Private Wealth (PALM DESERT CA)
CA
04/25/2014 - 03/01/2021
PURSHE KAPLAN STERLING INVESTMENTS (PALM DESERT CA)
CA
06/01/2009 - 05/07/2014
MORGAN STANLEY (PALM DESERT CA)
CA
09/12/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM DESERT CA)
CA
03/15/2001 - 09/15/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (INDIAN WELLS CA)
BOTH
Issued 05/30/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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