Unclaimed
Elizabeth Keenan is a financial professional with experience in the financial industry. Elizabeth has been registered with FINRA since 2015 and has held various positions, including a role at Innovation Partners LLC in Charlotte, NC, and is currently associated with The Leaders Group, Inc. in Littleton, CO. Her professional experience includes working with clients on their investment needs and providing financial advice. Elizabeth holds a Series 6 license, which allows her to sell mutual funds and variable contracts.
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.
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.
1
2
CO
05/19/2016 - Present
THE Leaders Group, Inc. (LITTLETON CO)
NC
04/21/2015 - 06/21/2016
INNOVATION PARTNERS LLC (CHARLOTTE NC)
BC
Issued 05/28/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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