PROFESSIONAL SPECIALTIES
Retirement Planning
Investment Analysis
Life, Disability Income, and Long Term Care Insurance
QUALIFICATIONS
Financial Services Associate – uFinancial (formerly) Wienken & Associates, 2006
Registered Representative – MML Investors Services, LLC., 2006
BS in Professional Accountancy – Penn State, 2000
FINRA Series 7 Registration, (General Securities Representative)
FINRA Series 66 Registration, (Uniformed Combined State Law Examination)
PERSONAL
DOB – August 1969
Owner a Tax Practice 2005 - 2009 in Harrisburg, PA
Spent seven years managing the service department of my family’s recreation vehicle business.
Enjoy the outdoors both the mountains and the beach.
Enjoy working out.
Carl R. Keister Jr. is a registered representative of and offers securities, investment advisory, and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org), 100 Corporate Center Drive #201,Camp Hill, PA 17011 (717) 763.7365. MML Investors Services Inc. does not provide tax planning services.
CRN 201305-148044