Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Douglas? Claim Your ProfileDouglas Keegan is a financial advisor at Edelman Financial Engines. Douglas has been in the financial industry for over 18 years. Douglas has a diverse background in the industry having worked with a variety of firms including Sanders Morris Harris LLC and EF Legacy Securities, LLC. Douglas is a CERTIFIED FINANCIAL PLANNER™ professional. Douglas is registered with the Securities and Exchange Commission as an Investment Advisor Representative in Virginia and Texas. Douglas specializes in investment management, financial planning, and portfolio management for individuals and 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.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
09/29/2010 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
PA
10/03/2007 - 02/01/2008
INVEST FINANCIAL CORPORATION (CARLISLE PA)
PA
06/02/2005 - 10/05/2007
FINANCIAL NETWORK INVESTMENT CORPORATION (CARLISLE PA)
NY
02/14/2005 - 06/06/2005
IFMG SECURITIES, INC. (PURCHASE NY)
CA
05/12/2004 - 02/11/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
11/20/2001 - 05/18/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
12/11/2000 - 11/20/2001
NEW ENGLAND SECURITIES (NEW YORK NY)
PA
06/27/2000 - 12/01/2000
DREYFUS INVESTMENT SERVICES CORPORATION (PITTSBURGH PA)
BC
Issued 11/17/2010
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 12/29/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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