Keshia Keene
Investment adviser representative at Charles Schwab & Co., Inc.
12 yearsExperience
1 stateRegistered in
$0Firm assets
39 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
Experience
12 years in the industry.
- Charles Schwab Premier Bank, SsbAug 2026 to now
- Charles Schwab & Co., Inc.Aug 2025 to now
- Charles Schwab Bank, SsbAug 2025 to now
- Florida Financial AdvisorsAug 2024 to May 2025
- US Embassy, Nairobi, KenyaJun 2023 to Aug 2023
- Tampa Pizza CompanyFeb 2023 to May 2023
- Unemployed/studentAug 2022 to Feb 2023
- US Embassy, Nairobi, KenyaJun 2022 to Aug 2022
- Unemployed/studentAug 2021 to Jun 2022
- US Embassy, Nairobi, KenyaJun 2021 to Aug 2021
- Unemployed/studentAug 2019 to Jun 2021
- US Embassy, Nairobi, KenyaJun 2019 to Aug 2019
- Unemployed/studentAug 2018 to Jun 2019
- US Embassy, Nairobi, KenyaJun 2018 to Aug 2018
- Unemployed/studentAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 1 state (VA).
Charles Schwab & Co., Inc.
$0Assets managed
0Clients
6,777Advisers
39 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7977507
- Firm CRD
- 5393