Unclaimed
Drew Michael Keenan is a financial advisor with over 30 years of experience in the financial services industry. Drew is currently registered with Oppenheimer & Co. Inc. in Tampa, FL. Drew is a Certified Financial Planner and offers a variety of services including financial planning, portfolio management, and retirement planning. Prior to joining Oppenheimer & Co. Inc., Drew was with Ameriprise Financial Services, Inc. from 2009 to 2013 and Ameriprise Advisor Services, Inc. from 2004 to 2009. Drew is also a registered investment advisor in Florida.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
09/03/2013 - Present
Oppenheimer & Co. Inc. (TAMPA FL)
FL
10/05/2009 - 09/04/2013
AMERIPRISE FINANCIAL SERVICES, INC. (CLEARWATER FL)
FL
06/04/2004 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (TAMPA FL)
MO
01/26/1996 - 06/15/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
07/30/1991 - 02/08/1996
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 01/25/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/25/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/10/1993
Series 3 - National Commodity Futures Examination
BC
Issued 07/29/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Drew Keenan is the right advisor for you? Invested Better is here to help.