Unclaimed
Keya Erving is an investment advisor representative at The Strategic Financial Alliance, Inc. Keya is registered with FINRA and the state of Georgia. Keya has been in the industry since October 2016 and has experience in financial planning and portfolio management for individuals and businesses. Keya is passionate about helping her 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.
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.
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
GA
01/03/2019 - Present
THE Strategic Financial Alliance, Inc. (ATLANTA GA)
BOTH
Issued 09/01/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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