Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charles? Claim Your ProfileCharles Keene is a financial advisor at Truist Advisory Services, Inc., a firm with offices in Atlanta and Nashville. Charles Keene has been in the industry since March 2003 and has experience providing financial advice to a variety of clients, including individuals, businesses, and institutions. Charles Keene is registered with the state of Tennessee as well as numerous others, and is also a Certified Financial Planner. He is committed to helping clients achieve their financial goals.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
TN
04/12/2021 - Present
Truist Advisory Services, Inc. (NASHVILLE TN)
VA
08/22/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
TN
10/23/2009 - 08/24/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CLARKSVILLE TN)
TN
03/12/2003 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (NASHVILLE TN)
BOTH
Issued 03/21/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/11/2013
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/20/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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