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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aimee? Claim Your ProfileAimee Keeney is a financial advisor with LPL Financial LLC. Aimee has been a financial advisor for over 20 years. Aimee's experience is in both investment advisory services and brokerage services. Aimee has experience working with individuals, corporations, charitable organizations, and investment clubs. Aimee is registered with the state of Oregon as an Investment Advisor Representative (IAR). Aimee has been active with LPL since November 2024 and is located in Tigard, Oregon.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
1
2
OR
11/15/2024 - Present
LPL Financial LLC (TIGARD OR)
OR
05/19/2020 - 06/22/2021
EQUITABLE ADVISORS, LLC (PORTLAND OR)
NY
07/26/1999 - 12/13/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
09/08/1995 - 11/03/1999
QUICK & REILLY, INC. (NEW YORK NY)
BOTH
Issued 11/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/12/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/28/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/22/2020
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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