Unclaimed
Edward McKeever is a financial advisor with over 40 years of experience in the industry. Edward has been registered with Raymond James Financial Services Advisors, Inc. since 2009. Edward provides a wide range of services, including financial planning, portfolio management, and pension consulting. Edward has a strong track record of success and is committed to helping clients achieve their financial goals.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (WINTER PARK FL)
GA
01/25/1991 - 01/03/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
08/14/1989 - 12/31/1990
SHUBERT RIZOR SECURITIES, INC.
NY
05/12/1987 - 07/24/1989
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
NA
12/16/1982 - 05/13/1987
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NA
11/02/1981 - 09/07/1982
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
NA
08/19/1980 - 09/30/1981
BACHE HALSEY STUART SHIELDS INCORPORATED
BC
Issued 09/05/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/06/2007
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 06/15/1993
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/16/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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