Kairene Amber Holgate

Employer firm

Veritas Wealth Management LLC CRD 289046

$26.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2012 → Present
  Minnesota Life Insurance Co
  St Paul, MN
• 09/2014 → 05/2017
  Voya Financial Advisors
  Mount Pleasant, SC
• 07/2017 → Present
  Coastal Equities, Inc.
  Wilmington, DE
• 09/2017 → Present
  Coastal Investment Advisors, Inc (Dba Veritas Wealth Management)
  Wilmington, DE
• 05/2018 → Present
  Fortune Financial Services, Inc.
  Monaca, PA

Previous Registrations

• 2018-03-14 → 2018-12-31
  Veritas Wealth Management Llc
  Charleston, SC
• 2017-09-29 → 2018-05-04
  Realta Investment Advisors, Inc
  Mt. Pleasant, SC
  Wilmington, DE
• 2014-06-17 → 2017-06-29
  Voya Financial Advisors, Inc.
  Mount Pleasant, SC
  Greenville, SC
  North Charleston, SC

Other Businesses

1.)VERITAS WEALTH MANAGEMENT; DBA NAME/ INVESTMENT ADVISORY SERVICES. VICE PRESIDENT/ADVISOR; 50% OWNERSHIP; 40 HOURS PER WEEK, DURING TRADING HOURS. 2.) FORTUNE FINANCIAL SERVICES - REGISTERED REP HOURS PER WEEK ON AN AS NEEDED BASIS DURING TRADING HOURS. 3.) INDEPENDENT INSURANCE AGENT. FIXED AND INDEXED BUSINESS. COMPENSATION IN FORM OF COMMISSIONS. HOURS PER WEEK ON AN AS NEEDED BASIS, DURING TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2014-05-29
• S63 Uniform Securities Agent State Law Examination
  2012-12-14

Other Names

• Amber Holgate