Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Keegan has been in the financial services industry since 2007 and is currently registered as a Registered Representative with Wells Fargo Clearing Services, LLC in the state of New Jersey. Christopher Keegan has previously been registered with J.P. Morgan Securities LLC, Chase Investment Services Corp. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher Keegan holds Series 6, 7 and 66 licenses, and a SIE license. The advisor has a specialization in investment advisory functions. Christopher Keegan offers advisory services that include financial planning, pension consulting, selection of other advisers, portfolio management for individuals and portfolio management for businesses.
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.
Investment consulting services to institutional 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.
1
2
NJ
05/18/2018 - Present
Wells Fargo Clearing Services, LLC (OAKHURST NJ)
NJ
01/19/2017 - 07/05/2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (RED BANK NJ)
NJ
05/13/2015 - 09/29/2016
J.P. MORGAN SECURITIES LLC (DEAL NJ)
NJ
10/01/2012 - 08/13/2014
J.P. MORGAN SECURITIES LLC (OLD BRIDGE NJ)
NJ
05/03/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (OLD BRIDGE NJ)
BOTH
Issued 09/10/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2011
Series 7 - General Securities Representative Examination
BC
Issued 05/01/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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