Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Avery? Claim Your ProfileAvery D. Keitt is a registered representative with Alight Financial Advisors, LLC. Avery has been working in the securities industry since April 2013 and holds licenses for Series 66, Series 24, SIE, and Series 7 exams. Avery is registered in North Carolina and is affiliated with Alight Financial Advisors, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Set-up fees and related services
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2
NC
01/08/2015 - Present
Alight Financial Advisors, LLC (CHARLOTTE NC)
NC
05/07/2014 - 12/03/2014
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
NC
02/18/2013 - 04/22/2014
LPL FINANCIAL LLC (CHARLOTTE NC)
BOTH
Issued 10/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/24/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/16/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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