Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kairene? Claim Your ProfileKairene Holgate is an active investment advisor representative with Veritas Wealth Management LLC. Kairene has been in the financial industry for over 10 years. Kairene's previous experience includes working for Coastal Equities, Inc. and Voya Financial Advisors, Inc.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
SC
05/01/2020 - Present
Veritas Wealth Management LLC (CHARLESTON SC)
SC
07/27/2017 - 05/04/2018
COASTAL EQUITIES, INC. (Mt. Pleasant SC)
SC
04/04/2013 - 06/29/2017
VOYA FINANCIAL ADVISORS, INC. (MOUNT PLEASANT SC)
SC
10/08/2012 - 03/04/2013
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BOTH
Issued 05/29/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/14/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/05/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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