Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian T. Keefe is a financial advisor with Symetra Securities, Inc. Brian has been in the financial services industry since 2015. Brian holds the Series 6, SIE, and Series 63 licenses. Brian is registered in Florida, Georgia, Massachusetts, New Mexico, Pennsylvania, Texas, Virginia and Wisconsin. Brian has experience working with John Hancock Distributors LLC and Northwestern Mutual Investment Services, LLC.
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.
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.
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2
WA
06/29/2017 - Present
Symetra Securities, Inc. (BELLEVUE WA)
MA
09/03/2015 - 06/26/2017
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
RI
07/09/2015 - 08/11/2015
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
RI
11/13/2014 - 12/12/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (PROVIDENCE RI)
BC
Issued 03/25/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2014
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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