Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kerrick? Claim Your ProfileKerrick Keenan is a financial advisor registered in South Carolina and has been in the financial industry since March 1996. Kerrick is currently registered with First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. Kerrick has been registered with First Citizens Investor Services, Inc. since May 2017. Kerrick has a strong background in providing financial advice to a variety of clients, including individuals, corporations, and institutions. Kerrick Keenan has a proven track record of success in 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.
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
SC
05/15/2017 - Present
First Citizens Investor Services, Inc. (Charleston SC)
SC
04/04/2011 - 01/04/2016
FIRST CITIZENS SECURITIES CORPORATION (CHARLESTON SC)
SC
10/01/2000 - 04/05/2011
WELLS FARGO ADVISORS, LLC (CHARLESTON SC)
NC
03/26/1996 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 04/23/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/25/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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