Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Hays is a financial advisor with over 20 years of experience in the financial services industry. Keith holds the Series 7, 63, and 65 securities licenses. Keith currently works for Cypress Capital, LLC as a Registered Investment Advisor. Keith has previously worked at First Union Securities, Inc. and First Union Capital Markets Corp. Keith’s current employment with Cypress Capital, LLC began in May 2014. Keith specializes in providing financial planning, pension consulting and portfolio management services to high-net-worth individuals, corporations, and pension and profit-sharing plans. Keith is dedicated to helping clients achieve their financial goals through customized investment strategies and personalized advice.
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.
Guidance on pension options to ensure a secure financial future.
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.
Serve as sub-adviser, provide model portfolios, consulting
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
01/15/2025 - Present
Cypress Capital, LLC (FRANKLIN TN)
MO
10/01/1999 - 10/17/2001
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NC
12/21/1994 - 10/01/1999
FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)
IA
Issued 02/02/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/20/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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