Unclaimed
G Ward Keever has been in the financial services industry for over 30 years, beginning his career in 1989. G Ward Keever is currently registered with LPL Financial LLC and has branch offices in Wilmington, DE and Ocean City, NJ. G Ward Keever holds a Series 63, Series 65, Series 7, Series 6, Series 24, and Series 53 license. In addition to his work with LPL Financial LLC, G Ward Keever is also a principal in Covenant Wealth Strategies, LLC, a fixed insurance sales business. G Ward Keever is committed to providing clients with personalized financial advice and strategies to help them 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.
Consulting and other non-discretionary advisory services
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.
1
2
DE
10/16/2018 - Present
LPL Financial LLC (WILMINGTON DE)
MN
08/28/1989 - 12/12/1999
ASCEND FINANCIAL SERVICES, INC. (ST. PAUL MN)
IA
Issued 11/12/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/07/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/21/2011
Series 53 - Municipal Securities Principal Examination
BC
Issued 02/28/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1996
Series 7 - General Securities Representative Examination
BC
Issued 08/25/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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