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Karl Heinz L
Series 63, Series 65
Bluffton, SC
First Citizens Investor Services, Inc.
Karl Heinz Leroy is a financial advisor with First Citizens Investor Services, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. Leroy has worked with First Citizens Bank and First Citizens Investor Services since 2014. First Citizens Investor Services, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and corporate entities, offering advisory and brokerage services including portfolio management, model portfolios, and financial planning. The firm employs a client process based on assessments of financial needs and risk tolerance, utilizing fundamental, quantitative, and technical analysis to manage diversified asset allocations.
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