Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Edward Keenan is a financial advisor in Boston, MA. Brian has been in the industry since 2013 and is currently registered with Keenan Financial. Brian is also a registered representative with the state of Massachusetts and is a Certified Financial Planner. Keenan Financial provides financial planning, portfolio management for individuals and businesses, and other financial 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.
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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MA
06/16/2022 - Present
Keenan Financial (BOSTON MA)
MA
10/03/2014 - 10/05/2016
PURSHE KAPLAN STERLING INVESTMENTS (Boston MA)
MA
08/21/2013 - 10/03/2014
VOYA FINANCIAL ADVISORS, INC. (BOSTON MA)
BOTH
Issued 09/24/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/05/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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