Peter Keim

Peter Keim Email and Phone Number

Business Owner @ Marietta, OH, US
Marietta, OH, US
Peter Keim's Location
Marietta, Ohio, United States, United States
Peter Keim's Contact Details

Peter Keim personal email

n/a

Peter Keim phone numbers

About Peter Keim

Advisory services offered through Investment Advisors, a division of ProEquities Inc.,, a Registered Investment Advisor. Securities offered through ProEquities, Inc., a Registered Broker/Dealer, and member FINRA and SIPC. Keim Financial Services is Independent of ProEquities, Inc. I may only discuss and/or transact securities business with residents of AZ, CO, FL, MA, NJ, OH, PA, SC, AND WV. Peter provides customized financial solutions for today and tomorrow's needs. With strategic partnerships with many financial companies, we strive to offer competitive products that may be suitable for individuals, families and business owners.

Peter Keim's Current Company Details
Keim Financial Services

Keim Financial Services

Business Owner
Marietta, OH, US
Peter Keim Work Experience Details
  • Keim Financial Services
    Business Owner
    Keim Financial Services
    Marietta, Oh, Us
  • Concourse Financial Group Securities
    Financial Advisor
    Concourse Financial Group Securities Jul 2021 - Present
    Marietta, Ohio, United States
  • Keim Financial Services
    Business Owner
    Keim Financial Services Jan 2008 - Present
    Marietta And New Albany Ohio
  • Proequities, Inc.
    Investment Advisor Representative
    Proequities, Inc. Aug 2017 - Sep 2021
    Marietta And New Albany, Ohio
    Primary office located in downtown historic Marietta, the first organized settlement of the Northwest Territory and the gateway to America's westward expansion. The New Albany office located just 4 miles from Easton Center, Columbus for clients in central Ohio. * Offers Investments to residents of Ohio, West Virginia, Pennsylvania, Massachusetts, Colorado, Texas, Arizona, and Florida through ProEquities Inc., Member SIPC.; peter.keim@pesmail.comPeter provides customized financial solutions for today’s and tomorrow’s needs. With strategic partnerships with many financial companies, we strive to have competitive products that may be suitable for individuals, families and business owners. Through ProEquities, Peter has access to well-known providers of securities products, those sold on exchanges and those sold via other channels of distribution. Peter Keim believes knowing our clients, their goals, timelines, risk tolerance and other factors that work towards building blocks essential to exceed client expectations. Our goals and benefits include helping our clients avoid unnecessary taxes; evaluating income strategies; preparing for life’s unexpected risks. Thus, we work towards helping our clients understand the total picture of a financial product including risks and rewards. Suitability of products, quality of communications, and follow through on commitments are the core building blocks of successful financial assistance.
  • Lincoln Financial Securities Corporation*
    Advisory Representative
    Lincoln Financial Securities Corporation* Mar 2009 - Aug 2017
    219 Greene St, Marietta Oh 45750 & 6827 Ridge Rock Dr, New Albany, Oh 43054
  • Lincoln Financial Securities Corporation
    Advisory Representative
    Lincoln Financial Securities Corporation 2009 - Aug 2017

Peter Keim Skills

Tailoring Long Term Care Solutions Useful Retiremetn Planning Customizing Life Insurance Strategies Income Stategies Avoiding Unnecessary Taxes Structuring Business Retirement Plans

Peter Keim Education Details

Frequently Asked Questions about Peter Keim

What company does Peter Keim work for?

Peter Keim works for Keim Financial Services

What is Peter Keim's role at the current company?

Peter Keim's current role is Business Owner.

What is Peter Keim's email address?

Peter Keim's email address is pe****@****att.net

What is Peter Keim's direct phone number?

Peter Keim's direct phone number is +174052*****

What schools did Peter Keim attend?

Peter Keim attended Long Island University, Marietta College, Stony Brook University.

What are some of Peter Keim's interests?

Peter Keim has interest in Children, Education, Animal Welfare, Arts And Culture, Health.

What skills is Peter Keim known for?

Peter Keim has skills like Tailoring Long Term Care Solutions, Useful Retiremetn Planning, Customizing Life Insurance Strategies, Income Stategies, Avoiding Unnecessary Taxes, Structuring Business Retirement Plans.

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