Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Andrew O'Brien is a financial advisor associated with Truist Advisory Services, Inc. He has been in the industry since May 22, 2001. Keith is registered to provide investment advice and broker-dealer services in multiple states. Keith's practice offers financial planning, portfolio management for individuals and businesses, 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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VA
10/26/2022 - Present
Truist Advisory Services, Inc. (CUPEPER VA)
AZ
01/18/2022 - 02/01/2022
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
WV
04/13/2020 - 05/03/2021
LPL FINANCIAL LLC (CHARLES TOWN WV)
VA
05/16/2019 - 01/31/2020
RAYMOND JAMES FINANCIAL SERVICES, INC. (PURCELLVILLE VA)
VA
02/26/2013 - 05/31/2019
LPL FINANCIAL LLC (LEESBURG VA)
VA
06/01/2008 - 02/28/2013
INFINEX INVESTMENTS, INC. (LEESBURG VA)
VA
12/12/2003 - 06/01/2008
BI INVESTMENTS, LLC (LEESBURG VA)
NJ
01/10/2003 - 12/15/2003
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
DC
09/27/1999 - 01/02/2003
RIGGS SECURITIES INC. (WASHINGTON DC)
IA
Issued 12/14/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/06/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2014
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/25/2002
Series 7 - General Securities Representative Examination
BC
Issued 09/21/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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