Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Kavell Carter is a financial advisor with Raymond James Financial Services Advisors, Inc. Keith has been in the financial services industry since 2004 and has a broad range of experience. Keith is a Certified Financial Planner and holds a Series 7, Series 24, and Series 66 license. Keith has a strong commitment to helping clients achieve their financial goals. Keith has a background in working with individuals, businesses, insurance companies, charitable organizations, pension plans, and banking and thrift institutions. Prior to joining Raymond James, Keith has held positions with Arvest Wealth Management, Cetera Investment Services LLC, and Money Concepts Capital Corp. Keith currently also works as an associate with TFCU Financial Advisors / Tinker Financial Services LLC through Tinker Federal Credit Union.
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
OK
04/09/2024 - Present
Raymond James Financial Services Advisors, Inc. (Midwest City OK)
OK
01/11/2017 - 02/27/2024
ARVEST WEALTH MANAGEMENT (Oklahoma City OK)
OK
12/11/2009 - 01/06/2017
CETERA INVESTMENT SERVICES LLC (OKLAHOMA CITY OK)
OK
01/01/2004 - 12/02/2009
MONEY CONCEPTS CAPITAL CORP (OKLAHOMA CITY OK)
BOTH
Issued 12/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/12/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Keith Carter is the right advisor for you? Invested Better is here to help.
