Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Joseph Patrignani is an investment advisor representative with Vanguard Advisers, Inc. Keith is registered to provide investment advice in 53 states and the District of Columbia. Keith has been in the securities industry since 2000. Keith has passed the Series 6, 7, 63, and 66 exams. Keith also passed the Securities Industry Essentials Examination (SIE). Previous employers include Wachovia Securities, LLC and First Union Brokerage Services, 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.
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.
1
2
NC
04/08/2020 - Present
Vanguard Advisers, Inc. (CHARLOTTE NC)
MO
10/01/2000 - 01/07/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
04/14/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/16/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2011
Series 7 - General Securities Representative Examination
BC
Issued 04/06/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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