Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Braden? Claim Your ProfileBraden Mc keighan is a financial advisor with LPL Financial LLC, where Braden has been registered since February 2024. Braden has been in the financial industry since 1992. Prior to LPL Financial LLC, Braden was employed by Morgan Stanley for 15 years. Braden has a Series 7, Series 3, Series 63, and Series 65 licenses. Braden works with individuals, high-net-worth individuals, corporations or businesses, pension and profit-sharing plans, charitable organizations, and investment clubs. Braden provides financial planning, portfolio management, and consulting services.
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.
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2
CA
02/21/2024 - Present
LPL Financial LLC (Fresno CA)
CA
06/01/2009 - 02/27/2024
MORGAN STANLEY (Fresno CA)
CA
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (FRESNO CA)
CA
04/27/1992 - 04/02/2007
MORGAN STANLEY DW INC. (FRESNO CA)
IA
Issued 04/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/1993
Series 3 - National Commodity Futures Examination
BC
Issued 04/24/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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