Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keyana? Claim Your ProfileKeyana Avery is a financial advisor affiliated with Charles Schwab & Co., Inc. Keyana has 5 years of experience in the financial services industry and is registered to provide investment advice in California and Texas. Keyana Avery has been with Charles Schwab & Co., Inc. since October 2018. Previously, Keyana worked for TD Ameritrade, Inc. from June 2017 to October 2018. Keyana Avery has passed the Series 66, Series 9, Series 10, Series 7 and SIE exams.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
TX
11/07/2018 - Present
Charles Schwab & CO., Inc. (Westlake TX)
TX
06/23/2017 - 10/23/2018
TD AMERITRADE, INC. (Southlake TX)
BOTH
Issued 7/10/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/31/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 9/6/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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