Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alyssum? Claim Your ProfileAlyssum Mae Keefer is an active financial advisor with over 15 years of experience in the financial industry. Keefer currently holds a Series 7, 10, 31, 63, and 65 license. She is registered with Janney Montgomery Scott LLC in York, Pennsylvania, and is also registered as an investment advisor representative in Pennsylvania. Previously, Alyssum was a registered representative with CITIGROUP GLOBAL MARKETS INC. in YORK, PA. Alyssum is specialized in providing financial services to individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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.
Fee plus commission
1
2
PA
06/03/2013 - Present
Janney Montgomery Scott LLC (York PA)
PA
12/14/2007 - 03/11/2009
CITIGROUP GLOBAL MARKETS INC. (YORK PA)
IA
Issued 05/21/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/01/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2013
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2017
Series 31 - Futures Managed Funds Examination
BC
Issued 12/13/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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