Keith Schuster
CRD Number: 5185581Current Firm: United Planners' Financial Services Of America A Limited Partner
Keith Schuster (CRD# 5185581) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Vorhees, NJ and has over 12 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Haddon Financial Solutions | Haddonfield, NJ | Oct 2013 - Current | 10 |
| Haddon Financial Solutions | Haddonfield, NJ | Jan 2013 - Current | 11 |
| Mark Schuster Trust | Granite Springs, NY | Jul 2012 - Current | 11 |
| Ruth Schuster Trust | Granite Springs, NY | Jul 2012 - Current | 11 |
| Stanley Schuster Trust | Granite Springs, NY | Jul 2012 - Current | 11 |
| Dwight Schuster Trust | Granite Springs, NY | Jul 2012 - Current | 11 |
| Lincroft Consulting LLC | Lincroft, NJ | May 2006 - Current | 17 |
| Delta Air Lines | Atlanta, GA | May 1997 - Current | 26 |
| Summit Brokerage Services Inc. | Haddon Twp, NJ | Dec 2015 - Oct 2017 | 1 |
| J P Turner & Company LLC | Haddon Twp, NJ | Sep 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2011 |
- NJ
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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