Michael L. Keitz
Professional summary
Michael Loren Keitz is a registered financial advisor currently at KEITZ INVESTMENT MANAGEMENT LTD. located in Ambler, Pennsylvania.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Michael has worked at 5 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Michael Loren Keitz's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 10, 1995 - Present
KEITZ INVESTMENT MANAGEMENT LTD.
Office #1: 1126 Horsham Rd Suite 110, Ambler, PA 19002February 14, 2006 - June 14, 2013
STIFEL INDEPENDENT ADVISORS, LLC
September 28, 1994 - June 14, 2013
STIFEL INDEPENDENT ADVISORS, LLC
June 21, 1993 - July 25, 1994
MONTANO SECURITIES CORPORATION
February 11, 1993 - July 19, 1993
WELCO SECURITIES, INC.
July 15, 1992 - October 30, 1992
H.J. MEYERS & CO., INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/10/1995)
Exams
Current Firm
KEITZ INVESTMENT MANAGEMENT LTD.
CRD#: 123770 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 55 |
| AUM (Assets Under Management) | $ 13,400,000 |
Red Flags
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