Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith William Garner is a registered representative with Synovus Securities, Inc. Keith has been in the industry since May 2007 and has experience working with various financial firms including SunTrust Investment Services, Inc., Fifth Third Securities, Inc., and Morgan Stanley. Keith holds the Series 7, Series 31, and Series 66 licenses and the SIE exam. Keith is registered in 17 states and specializes in providing services for individuals, corporations or businesses, pension and profit-sharing plans, charitable organizations, and high net worth individuals. Keith's firm offers a variety of financial services, including financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses.
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.
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.
Tax related services, administrative services
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.
1
2
FL
10/04/2022 - Present
Synovus Securities, Inc. (WESLEY CHAPEL FL)
FL
06/22/2015 - 06/19/2019
SUNTRUST INVESTMENT SERVICES, INC. (NEW PORT RICHEY FL)
FL
02/04/2014 - 06/29/2015
FIFTH THIRD SECURITIES, INC. (CLEARWATER FL)
FL
06/01/2009 - 02/10/2014
MORGAN STANLEY (PALM HARBOR FL)
FL
05/25/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PALM HARBOR FL)
BOTH
Issued 06/21/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 05/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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