Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Lerner is a financial advisor with Truist Advisory Services, Inc. in Atlanta, GA. Keith has been in the industry since 1999 and has a strong background in investment management, financial planning, and research. Keith has experience working with high-net-worth individuals, corporations, and other businesses. Keith is a CFA charterholder and is also a board member of Breakthrough T1D, a non-profit organization dedicated to finding a cure for type 1 diabetes. Prior to joining Truist Advisory Services, Inc., Keith worked at SunTrust Investment Services, Inc. and SunTrust Robinson Humphrey, Inc.
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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GA
12/01/2016 - Present
Truist Advisory Services, Inc. (ATLANTA GA)
GA
09/21/2009 - 06/08/2012
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
GA
09/27/2005 - 09/25/2009
SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)
TX
07/28/1999 - 12/10/2002
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BC
Issued 01/08/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/10/2008
Series 86 - Research Analyst Exam - Part I Analysis Module
BC
Issued 11/03/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/26/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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