Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Samuel Holtsclaw is a financial advisor with Truist Advisory Services, Inc. Keith has been in the financial industry since 2009 and holds Series 7, 9, 10, 63, and 66 licenses. Keith specializes in providing financial advice to individuals, businesses, and corporations. Keith is a Certified Financial Planner and is also involved in various community organizations, serving as a trustee for the Lenoir Rhyne University Alumni Board and an associate trustee for the Piedmont Education Fund.
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.
1
2
NC
10/17/2018 - Present
Truist Advisory Services, Inc. (HICKORY NC)
NC
02/26/2018 - 10/12/2018
TD AMERITRADE, INC. (HICKORY NC)
NC
08/12/2009 - 02/26/2018
SCOTTRADE, INC. (HICKORY NC)
BOTH
Issued 02/03/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/09/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2015
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2015
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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