linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Francis Joseph Keene

Princeton Global Asset Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Francis? Claim Your Profile

About Francis Joseph Keene

Francis Keene is a financial advisor with Princeton Global Asset Management LLC. Francis has over 30 years of experience in the financial services industry. Francis is a CERTIFIED FINANCIAL PLANNER™ professional and holds both Series 63 and 65 licenses. Francis has specialized in providing financial advice to individuals and families and specializes in Retirement Planning, College Savings Plans, and Estate Planning. Francis has worked with clients through various financial institutions including PNC Wealth Management, Bryn Mawr Trust, and now Princeton Global Asset Management.

Firm Information

Francis Keene is currently registered with Princeton Global Asset Management LLC. Princeton Global Asset Management LLC is an investment advisory firm headquartered in Princeton, New Jersey. The firm has 3 licensed agents and 13 investment advisor representatives. They provide financial planning, pension consulting, educational seminars, and portfolio management services to individuals and high net worth individuals, as well as pension and profit sharing plans. The firm manages approximately $605,788,806 in assets, with $579,370,537 of that managed discretionarily.
Princeton Global Asset Management LLC

17 HULFISH STREET

PRINCETON, NJ 08542

$605.79M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Francis Keene’s Registration & Firm History

NJ

03/01/2023 - Present

Princeton Global Asset Management LLC (PRINCETON NJ)

PA

04/23/2003 - 12/31/2008

PNC CAPITAL MARKETS LLC (PITTSBURGH PA)

NY

06/18/1985 - 03/01/2002

FAM DISTRIBUTORS, INC. (NEW YORK NY)

Not sure if Francis Joseph Keene is right for you?

Licenses & Designations

IA

Issued 05/09/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/29/1985

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/15/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Francis Joseph Keene.
Not sure if Francis Joseph Keene is right for you?