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Our financial advice team


Keith Latimer, Financial Advisor serving the Milltown, NJ area - Ameriprise Advisors

Keith Latimer

Financial Advisor

The Hall Latimer Financial Group
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 3 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Investment Management
  • Retirement Income Strategies
  • Investments
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Planning Strategies
  • Family Finances

Qualifications

  • Series 7 - General Securities Representative Examination
  • Series 6 - Investment Company Products/Variable Contracts Representative Exam
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 63 - Uniform Securities Agent State Law Examination
  • Life and Health Insurance

Education

  • BS in Business & concentration in Finance, Longwood University, 1987-1991

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

Interests

  • Car enthusiast
  • Family & friends
  • Basketball
  • Travel
  • Fashion