Keith Sandefer , SVP CRC®, CWS®

Financial Advisor , BBVA Investment Services

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972-705-4393 (Office)

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Professional Experience:

As a Financial Advisor with BBVA Investment Services, Howard draws on his experience to assist clients of all ages and financial backgrounds to find and create a personalized goal-based solution. Of his 31 years in the financial services industry, 18 have been with BBVA.  This experience has provided him with the knowledge and skills to understand not only the personal financial needs of his clients, but also the business and economic trends that affect them.

 

Products and Services Offered by BBVA
Investment Services and Its Affiliates

Full Service Investments & Life Insurance

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Managed Accounts

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Asset Management Services

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Trust and Fiduciary Services

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Financial Planning

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Self-Directed Brokerage Account

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Online Insurance Quotes & Applications

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Weekly Market Update

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Quarterly Market Update

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Get the BBVA Investment Services Mobile App

Access your investment account information anytime, anywhere with the new BBVA Investment Services Mobile App. Get real-time quotes, plus view your account balances, holdings, activity, order status, and more. If your account type allows, you can even place trades for equities and mutual funds. Download the app today, and start investing on the go. 

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BBVA Investment Services Contact Us

I'm here to help! If you have a question about any of our products or services or would like to schedule an appointment for a financial review, please complete the form below and let me know what I can do for you. I look forward to speaking with you.

 
 
 
 
 
 
 
 
 

Important: Please do not enter your account number, social security number, or any other confidential information into this form.

 
 

BBVA Investment Services

Details you need to make a smart decision

BBVA Investment Services is the marketing name for BBVA USA and its affiliates that provide financial planning, securities, insurance, trust, asset management and investment advisory products and services.

Securities products are offered through BBVA Investments, a division of BBVA Securities Inc., member FINRA and SIPC, and an affiliate of BBVA USA. Investment advisory services are offered through BBVA Wealth Solutions, Inc., a registered investment advisor and an affiliate of BBVA USA. Insurance products are offered through BBVA Insurance Agency, Inc., an affiliate of BBVA USA.

Financial planning is offered through BBVA USA. Asset management and trust services are provided by the Asset Management and Trust Division of BBVA USA.

Investors should note there are risks inherent in all investments, including fluctuations in and/or loss of investment principal. No investment strategy can guarantee a profit or protect against loss and past performance is no guarantee of future results.

Neither BBVA USA, nor any of its affiliates, is providing tax or legal advice for your individual situation. You should always consult your individual tax or legal advisor about your personal tax or legal situation.

Securities and Insurance Products:
ARE NOT DEPOSITS ARE NOT FDIC INSURED
ARE NOT BANK GUARANTEED MAY LOSE VALUE
ARE NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY