Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Collins Reagan is a registered Investment Advisor Representative with Sowell Management. Keith has over 30 years of experience in the financial services industry. Keith has been registered with the state of Virginia since 2021 and has previously worked for PROSPERA FINANCIAL SERVICES, INC. and MICG INVESTMENT MANAGEMENT, LLC. Keith specializes in providing financial planning, portfolio management for individuals, and selection of other advisors.
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.
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
AR
09/16/2021 - Present
Sowell Management (NORTH LITTLE ROCK AR)
VA
02/20/2009 - 09/08/2021
PROSPERA FINANCIAL SERVICES, INC. (Williamsburg VA)
VA
12/16/2005 - 02/20/2009
MICG INVESTMENT MANAGEMENT, LLC (WILLIAMSBURG VA)
NY
04/26/2004 - 12/20/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
GA
04/11/2002 - 04/28/2004
SUNTRUST SECURITIES, INC. (ATLANTA GA)
NY
07/05/1994 - 03/19/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NC
07/24/1992 - 07/11/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
IA
Issued 09/14/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2008
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/28/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/12/2024
Series 7TO - General Securities Representative Examination
BC
Issued 03/12/2024
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 07/23/1992
Series 7 - General Securities Representative Examination
Active
Inactive
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