Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keri? Claim Your ProfileKeri Vaught is an investment advisor representative with Avantax Advisory Services. Keri has been in the financial services industry since 2019. Keri holds the Series 7, 66, and SIE securities licenses. Keri is also a Certified Financial Planner. Keri's previous experience includes working as a financial advisor with Edward Jones. Keri specializes in providing financial planning, portfolio management, and investment advice to individuals, businesses, and retirement plans. Keri is committed to helping clients achieve their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
TX
01/12/2021 - Present
Avantax Advisory Services (MIDLAND TX)
TX
02/22/2019 - 01/13/2021
EDWARD JONES (MIDLAND TX)
BOTH
Issued 03/16/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/30/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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