Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jannah? Claim Your ProfileJannah Keyes is a financial advisor with Truist Advisory Services, Inc., with a current location in Charlotte, NC. Jannah has been in the industry since 2014 and is registered with both FINRA and the state of North Carolina. Jannah has a broad range of certifications, including Series 7, 6, 63 and 66 licenses, as well as the Series 24 Principal Exam. Jannah has experience working with a diverse range of clients, including individuals, corporations, and charitable organizations. Jannah and her team at Truist Advisory Services offer a variety of services, including financial planning, portfolio management, and publication of periodicals.
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
NC
06/20/2023 - Present
Truist Advisory Services, Inc. (CHARLOTTE NC)
VA
02/18/2021 - 06/29/2021
BB&T SECURITIES, LLC (RICHMOND VA)
NC
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (CHARLOTTE NC)
NC
03/03/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
12/01/2014 - 03/10/2015
METLIFE INVESTORS DISTRIBUTION COMPANY (CHARLOTTE NC)
BOTH
Issued 06/17/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/05/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/19/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
BC
Issued 12/01/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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