Keith Soltis is a ChFC-designated registered investment advisor, based in Parsippany, NJ, with 29 years of industry experience.
Location
4 Campus Drive, Parsippany, NJ, 07054
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Keith is a financial advisor and managing partner in several insurance-related businesses, including health insurance, employee benefits, and traditional insurance/fixed annuities. He also earns royalties as a writer and is a passive investor in a reinsurance company.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
MML Investors Services, LLCBroker
MML Investors Services, LLC
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
New England Securities Corporation
New England SecuritiesBroker
MML Investors Services, INC.
MML Investors Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.