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Keith Daniel Finkelstein

Fee-Only and Fiduciary Advisor in Cape Coral, FL

Marketstrats, LLC

Cape Coral

FL

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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

No timeline events available.
Employer Years Dates
University of Maryland University College 2 years, 2 months Jan 2017 - Present
MarketStrats, LLC 2 years, 2 months Jan 2017 - Present
Wells Fargo Advisors, LLC 2 years, 6 months Jul 2014 - Jan 2017
Wells Fargo 9 months Oct 2013 - Jul 2014
Wells Fargo 1 year, 7 months Mar 2012 - Oct 2013
Self-Employed/Fink Finance, LLC 2 years, 9 months Jun 2009 - Mar 2012
Amerisave Mortgage 1 year, 8 months Sep 2007 - May 2009

Designations & Memberships

  • National Association of Personal Financial Advisors
    Membership
    National Association of Personal Financial Advisors
    NAPFA, the National Association of Personal Financial Advisors, is the nation’s leading organization dedicated to the advancement of Fee-Only comprehensive financial planning. Consumers and the media look to NAPFA for access to financial advisors who meet the highest standards for professional competency, comprehensive financial planning and Fee-Only compensation.
  • XY Planning Network
    Membership
    XY Planning Network
    The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
  • Chartered Market Technician
    Designation
    Chartered Market Technician
    The MTA has the following stated mission: Attract and retain a membership of professionals devoting their efforts to using and expanding the field of technical analysis and sharing their body of knowledge with their fellow members. Establish, maintain, and encourage the highest standards of professional competence and ethics among technical analysts. Educate the public and the investment community of the value and universality of technical analysis.

Articles and Answers

Insights by Keith Finkelstein

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Answers

Ask a financial questionAsk a question
Are John Hancock 401K plan good?
As of a couple of years ago, they had some good target date funds with low expense ratios. I haven't come across them recently but I gotta imagine that those funds are still available....  (more)
Answered Aug 2018
    *Answers are submitted by advisors without compensation.

    Licenses & Conducts

    SEC
    U.S. Securities and Exchange Commission
    • license status
      Registered
    • disclosures
      None
    • as of date
      Feb 21, 2019
    FINRA
    FINRA
    • license status
      Not registered
    • disclosures
      None
    • as of date
      Feb 21, 2019
    Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

    Assets

    Marketstrats, LLC

    Last updated on July 26, 2017
      • N/A
        Total Assets Under Management
      • N/A
        Total Assets Under Advisement
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        Accounts
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        Estimated Average Account Balance

    Fees

    Types of Compensation Arrangements

    • Percentage Of Assets