Robert KeidanCRD Number: 703469
Current Firm: Keidan Financial Consultants LLC
Robert Keidan (CRD# 703469) is an Investment Advisor Representative working at Keidan Financial Consultants LLC in Columbus, OH and has over 37 years of experience in the finance industry. Robert Keidan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stratos Wealth Partners, Ltd
Shuttleworth & Company
Inspire Advisors, LLC
|Keidan Financial Consultants, LLC||Columbus, OH||Jun 1999 - Current||23|
|Royal Alliance Associates, Inc.||Columbus, OH||Nov 1989 - Current||32|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1985|
Total Assets Under Management447MILLIONS
Total Number of Accounts527ACCOUNTS
Average Account Value$848,274
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
CO, FL, OH
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