Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Ronald? Claim Your ProfileRonald Keever is a financial advisor registered with BOK Financial Securities, Inc. and BOK Financial Private Wealth, Inc. Ronald Keever is a Certified Financial Planner. Ronald Keever has been in the securities industry since 2002 and has experience in providing financial advice to individuals, businesses, and charitable organizations. Ronald Keever is registered to provide investment advice in 49 states.
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.
Furnishes advice about securities in any manner not described above.
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.
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2
CO
04/04/2018 - Present
BOK Financial Securities, Inc. (Denver CO)
NC
06/15/2012 - 03/07/2018
PNC INVESTMENTS (RALEIGH NC)
NC
09/21/2009 - 06/19/2012
SUNTRUST INVESTMENT SERVICES, INC. (CHAPEL HILL NC)
NC
09/12/2008 - 03/23/2009
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
NC
07/31/2006 - 04/29/2008
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
01/04/2002 - 01/18/2006
RBC CENTURA SECURITIES, INC. (KANNAPOLIS NC)
NC
10/05/1999 - 08/22/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
IA
Issued 06/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/03/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2009
Series 7 - General Securities Representative Examination
BC
Issued 10/04/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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