KL
CFP
KL
CFP

Keith Lichtcsien

43 Years of Experience
Pepper Pike, OH
BrokerSells Insurance

Keith Lichtcsien is a CFP-designated registered investment advisor, based in Pepper Pike, OH, with 43 years of industry experience.

Location

29425 Chagrin Blvd., Suite 100, Pepper Pike, OH, 44122

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Keith earns commissions on securities products as a Registered Representative of Valmark Securities, Inc. He also earns commissions from fixed life insurance, disability, long-term care, and other non-variable product sales, and receives rental income from properties and advisory fees as President of Resource Strategies, Inc.

Employment History
Current Registrations
Valmark Securities, INC.Broker
August 2007 - Present · 18 yrs 9 mos
Resource Strategies INC
January 2000 - Present · 26 yrs 4 mos
Previous Registrations
Multi-Financial Securities CorporationBroker
January 2004 - September 2007 · 3 yrs 8 mos
Multi-Financial Securities Corporation
January 2004 - September 2007 · 3 yrs 8 mos
Vestax Securities Corporation
January 2000 - January 2004 · 4 yrs
Vestax Securities CorporationBroker
January 1992 - January 2004 · 12 yrs
Mutual Service CorporationBroker
September 1985 - January 1992 · 6 yrs 4 mos
Suncan Equity Services CompanyBroker
March 1983 - September 1985 · 2 yrs 6 mos
State Registrations17 states
AZCACOCTFLGAILMDMONVNYOHORPATXVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Keith Lichtcsien - Financial Advisor | TrueAdvisor