Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kline is a financial advisor with Raymond James Financial Services Advisors, Inc. Keith has been in the financial industry since 2012. Prior to joining Raymond James, Keith worked for Suntrust Investment Services, Inc. and BB&T Investment Services, Inc. Keith is registered to provide investment advice in Alabama, Florida, Georgia, Illinois, Indiana, Kentucky, North Carolina, South Carolina, Tennessee, Texas, and Virginia. Keith Kline specializes in providing financial planning, pension consulting, educational seminars, 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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
TN
08/02/2019 - Present
Raymond James Financial Services Advisors, Inc. (Murfreesboro TN)
TN
05/12/2014 - 04/20/2018
SUNTRUST INVESTMENT SERVICES, INC. (MURFREESBORO TN)
SC
10/21/2013 - 05/02/2014
BB&T INVESTMENT SERVICES, INC. (HAMPTON SC)
SC
10/24/2012 - 09/04/2013
MORGAN STANLEY (HILTON HEAD SC)
SC
05/11/2012 - 07/17/2012
MORGAN STANLEY SMITH BARNEY (HILTON HEAD ISLAND SC)
BOTH
Issued 08/20/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/10/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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