JK
JK

Jeffery Keczan

20 Years of Experience
Mount Pleasant, SC
2 DisclosuresBroker

Jeffery Keczan is a registered investment advisor, based in Mount Pleasant, SC, with 20 years of industry experience.

Location

2692 N Highway 17, Fl 1, Mount Pleasant, SC, 29464

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
November 2015
Denied
Customer Dispute
April 2011
Denied
Employment History
Current Registrations
Truist Investment Services, INC.
February 2021 - Present · 5 yrs 3 mos
Truist Investment Services, INC.Broker
February 2021 - Present · 5 yrs 3 mos
Truist Advisory Services, INC.
February 2021 - Present · 5 yrs 3 mos
Previous Registrations
Bb&t Securities, LLCBroker
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Securities, LLC
January 2018 - February 2021 · 3 yrs 1 mo
Bb&t Investment Services, INC.
April 2015 - January 2018 · 2 yrs 9 mos
Bb&t Investment Services, INC.Broker
April 2015 - January 2018 · 2 yrs 9 mos
LPL Financial LLC
December 2010 - May 2015 · 4 yrs 5 mos
LPL Financial LLCBroker
December 2010 - May 2015 · 4 yrs 5 mos
Bb&t Investment Services, INC.
September 2006 - December 2010 · 4 yrs 3 mos
Bb&t Investment Services, INC.Broker
September 2006 - December 2010 · 4 yrs 3 mos
Bi Investments, LLC
October 2005 - September 2006 · 11 mos
Bi Investments, LLCBroker
July 2005 - September 2006 · 1 yr 2 mos
State Registrations32 states
AKALAZCACOCTDCDEFLGAILINKSKYMAMDMEMIMOMSNCNJNMNYOHPASCTNTXVAWAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Jeffery Keczan - Financial Advisor | TrueAdvisor