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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Donald? Claim Your ProfileDonald Michael Keegan is a financial advisor in Bedminster, New Jersey, with over 25 years of experience in the industry. Donald Keegan is currently registered with IC Advisory Services, Inc., and has previously been registered with Investors Capital Corp., First Allied Securities, Inc., and Continental Broker-Dealer Corp. He is also a Registered Representative (RA) in Louisiana. Donald Keegan holds a variety of licenses including Series 63, 65, 66, 7, 24 and the SIE exam. His specialties include Portfolio Management for Businesses, Portfolio Management for Individuals, Financial Planning, Pension Consulting and Selection of Other Advisers.
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.
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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2
NY
01/05/2024 - Present
IC Advisory Services, Inc. (HUNTINGTON NY)
NY
07/25/2001 - 08/04/2016
INVESTORS CAPITAL CORP. (HUNTINGTON NY)
CA
03/14/1997 - 08/16/2001
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
NY
01/01/1997 - 03/03/1997
CONTINENTAL BROKER-DEALER CORP. (CARLE PLACE NY)
BOTH
Issued 09/22/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 10/15/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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