Unclaimed
Bryan Keane is an investment advisor representative at Hightower Advisors, LLC. Bryan has been in the industry for over 20 years and holds both Series 7 and Series 63 securities licenses. Bryan is a Chartered Financial Analyst (CFA). Bryan has previous experience at Park Avenue Securities LLC, Quasar Distributors, LLC, UST Securities Corp., and WAFRA Securities, Inc. Bryan is currently registered to provide investment advice in Virginia.
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.
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.
Treasury management for corporate clients
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.
Retainer or service fees or some combination of 1, 2, 4, 5 & 7
1
2
VA
10/29/2021 - Present
Hightower Advisors, LLC (Arlington VA)
NY
06/01/2016 - 12/31/2016
PARK AVENUE SECURITIES LLC (PURCHASE NY)
ME
08/26/2008 - 03/31/2015
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
NY
03/15/2004 - 04/03/2007
UST SECURITIES CORP. (NEW YORK NY)
NY
02/07/2000 - 09/03/2003
WAFRA SECURITIES, INC. (NEW YORK NY)
BC
Issued 03/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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