Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Henry? Claim Your ProfileHenry Keegan is a financial advisor with over 20 years of experience in the industry. Henry is registered with Steward Partners Investment Advisory, LLC and is licensed to provide investment advice in Maryland and several other states. Henry is a Series 7 and Series 63 licensed advisor and also holds a Series 65 license. He is experienced in working with a variety of clients, including high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. Henry has previously worked at Raymond James Financial Services, Inc., Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated.
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.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
A percentage of the total value of assets under management is charged.
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2
NY
09/10/2020 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
MD
09/10/2020 - 05/27/2022
RAYMOND JAMES FINANCIAL SERVICES, INC. (BETHESDA MD)
MD
07/01/2003 - 09/11/2020
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
NY
04/09/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 5/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/11/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/6/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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