Unclaimed
Keith Ebward Roberts has been in the financial services industry since March 2005. Keith is currently registered with Truist Securities, Inc. Keith has a wide range of experience in the financial services industry, holding Series 7, 63, 79TO, 24, and SIE licenses. Keith has been a registered representative in 52 states and is also registered as a principal with FINRA. Keith is dedicated to providing personalized investment advice and guidance to help clients reach their financial goals.
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.
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.
1
2
GA
03/15/2005 - Present
Truist Securities, Inc. (ATLANTA GA)
BC
Issued 08/25/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/19/2012
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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