Keith Finkelstein, financial advisor Cape Coral FL
90 score

Keith Finkelstein

CRD Number: 6378158
Current Firm: Marketstrats, LLC

Keith Finkelstein (CRD# 6378158) is an Investment Advisor Representative working at Marketstrats, LLC in Cape Coral, FL and has over 3 years of experience in the finance industry.

Similar Advisors
Kerri Goldsmith, financial advisor Cape Coral FL
Kerri A. Goldsmith
CRD# 5768742
Hbks Wealth Advisors
Similar Advisors
Kathleen Campbell, financial advisor Cape Coral FL
Kathleen N. Campbell
CRD# 5277659
Campbell Financial Partners, LLC
Similar Advisors
Kodie Fridley, financial advisor Cape Coral FL
Kodie S. Fridley
CRD# 6336284
Independent Financial Partners
Company Name Location Dates Years
University Of Maryland University College Adelphi, MD Jan 2017 - Current 1
Marketstrats, LLC Grand Rapids, MI Jan 2017 - Current 1
Wells Fargo Advisors, LLC Grand Rapids, MI Jul 2014 - Jan 2017 2
Wells Fargo Columbia, MD Oct 2013 - Jul 2014 < 1
Wells Fargo Columbia, MD Mar 2012 - Oct 2013 1
Self-employed/fink Finance, LLC Bowie, MD Jun 2009 - Mar 2012 2
Amerisave Mortgage Columbia, MD Sep 2007 - May 2009 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2014
Contact Info for Keith D. Finkelstein
Phone Number: 239-470-6489
Registered State(s):
  • FL
  • MI
Current Firm Details
Marketstrats, LLC
Firm's CRD Number: 286420
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.