Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Karl-heinz? Claim Your ProfileKarl-Heinz M Leroy is a registered investment advisor representative with First Citizens Investor Services, Inc. based in Columbia, South Carolina. Karl-Heinz has been in the industry since 2013 and holds the Series 6, Series 63, SIE, and Series 65 licenses. Before joining First Citizens Investor Services, Inc., Karl-Heinz worked with First Citizens Securities Corporation and SunTrust Investment Services, Inc. Karl-Heinz specializes in providing financial planning, selection of other advisors, and portfolio management for businesses and individuals.
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.
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
SC
03/19/2024 - Present
First Citizens Investor Services, Inc. (COLUMBIA SC)
SC
11/17/2015 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (COLUMBIA SC)
SC
04/25/2013 - 10/29/2014
SUNTRUST INVESTMENT SERVICES, INC. (SENECA SC)
IA
Issued 03/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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