Benjamin Mathew Sande
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Private Client Services, LLCOct 2025 to now
- Keystone Financial Services, LLCSep 2025 to now
- PFS Investments Inc.Jul 2024 to Sep 2025
- Nei Global RelocationApr 2023 to Sep 2025
- Genesis Health ClubsSep 2022 to Sep 2023
- TD Ameritrade, Inc.Dec 2021 to Apr 2023
- FiservAug 2020 to Sep 2021
- Metropolitan Community CollegeJun 2018 to May 2019
- Lincoln Financial GroupAug 2014 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NE).
Keystone Financial Services, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7477580
- 308397