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Keith Wagner is a financial advisor professional located in Bloomfield Hills, MI. They specialize in financial advisory. With over 4 years of experience, they bring deep expertise to every client.
Keith Wagner - Merrill Lynch, Pierce, Fenner & Smith Incorporated holds an active professional license (FINRA CRD) for your protection.
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Keith Wagner is a financial advisor operating under Merrill Lynch, Pierce, Fenner & Smith Incorporated in Bloomfield Hills, Michigan. With 4 years in the financial services industry, Wagner holds a FINRA CRD registration, which governs his practice and regulatory compliance. His work centers on financial advisory services within the framework of one of the nation's largest investment firms, bringing institutional resources and oversight to client relationships.
Keith Wagner's FINRA CRD (Central Registration Depository) registration means he is registered with the Financial Industry Regulatory Authority and cleared to provide investment advice and financial services. This registration requires background checks, compliance training, and ongoing adherence to FINRA rules and SEC regulations. It signals that Wagner operates under strict industry oversight and is authorized to handle client investments and financial planning within the scope of his firm's services.