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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Keeport is a financial advisor with Vanguard Advisers, Inc. Brian is registered with the state of Pennsylvania as a Registered Representative (RA) and has been active in the industry since August 1999. Brian has a Series 63, Series 7 and Series 6 license and has obtained the SIE, Series 6, Series 7 and Series 63 licenses. Brian is also a Certified Financial Planner. Brian specializes in financial planning for individuals and businesses. Brian is located in Malvern, Pennsylvania. The Vanguard Group, Inc. is the parent company of Vanguard Marketing Corporation, and Brian is an employee of The Vanguard Group, Inc. Brian works with individual clients, corporations, charitable organizations, high-net-worth individuals, 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.
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.
A percentage of the total value of assets under management is charged.
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2
PA
10/16/2017 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 08/12/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/30/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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