Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian McKeever is a financial advisor who has been in the industry since 1999. Brian is a registered representative of LPL Financial LLC and is licensed to sell securities in Florida. Brian is also registered as an investment advisor representative in Florida. Brian holds the Series 7, Series 24, Series 31, Series 63 and Series 65 licenses. Brian holds a Certified Financial Planner designation. Brian has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CitiCorp Investment Services and Prudential Securities Incorporated. Brian has worked for LPL Financial LLC since 2003.
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.
1
2
FL
12/19/2014 - Present
LPL Financial LLC (DELRAY BEACH FL)
NY
03/15/2002 - 05/14/2003
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
10/26/1999 - 02/26/2002
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
NY
01/26/1999 - 10/21/1999
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 02/26/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/27/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/18/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 01/25/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brian McKeever is the right advisor for you? Invested Better is here to help.
