Keith A Baier, CFP

Overview

Keith A Baier is an insurance agent, a registered representative and an investment adviser representative based in NY, with 25 years in the industry.

Years in the industry

25

States licensed

2

States registered

10

Carrier appointments

15

Contact

1 business email and 4 phone numbers on file

Registrations and licenses

• Licensed in 2 states
• Registered in 10 states

• Agent
• Producer
• Series 31
• Series 63
• Series 65
• Series 7
• SIE

4 lines of authority, with every state and its dates

Firms

• Moors & Cabot, Inc.Current firm
• Moors & Cabot, IncCurrent firm

Employment history since 2001

Carriers

15 active carrier appointments

Book and practice

Firm assets under management on file