Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffery? Claim Your ProfileJeffery Michael Keczan is a financial advisor with Truist Advisory Services, Inc. Jeffery has been in the financial services industry since 2005. Jeffery's experience spans multiple firms including LPL Financial, BB&T Investment Services, Inc., and BB&T Securities, LLC. Jeffery currently holds securities licenses for both Series 7 and 66, and has passed the Series 24 General Securities Principal Examination. Jeffery is licensed in multiple states, including South Carolina, Texas, and West Virginia.
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.
1
2
SC
02/17/2021 - Present
Truist Advisory Services, Inc. (MOUNT PLEASANT SC)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
WV
04/20/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PRINCETON WV)
WV
12/16/2010 - 05/01/2015
LPL FINANCIAL LLC (PRINCETON WV)
WV
09/18/2006 - 12/17/2010
BB&T INVESTMENT SERVICES, INC. (PRINCETON WV)
WV
07/11/2005 - 09/06/2006
BI INVESTMENTS, LLC (PRINCETON WV)
BOTH
Issued 10/19/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/26/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/08/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Jeffery Keczan is the right advisor for you? Invested Better is here to help.
