Unclaimed
Arthur McKee is a financial advisor with over 20 years of experience in the industry. Arthur McKee is currently registered with McKee Investment Planning, Inc., a firm based in Clermont, FL. Arthur McKee holds Series 7 and Series 66 licenses and is a Certified Financial Planner. Arthur McKee has been a registered representative for McKee Investment Planning, Inc. since 2004. Arthur McKee is a veteran of the industry and has experience with clients in different categories. Arthur McKee has served as a registered representative at Legg Mason Wood Walker, Incorporated in Baltimore, MD from 2002 to 2003. Arthur McKee also teaches economics and finance as an adjunct instructor.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
10/08/2024 - Present
McKee Investment Planning, Inc. (CLERMONT FL)
MD
07/09/2002 - 03/19/2003
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BOTH
Issued 07/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/08/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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