Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you James? Claim Your ProfileJames Keenehan is a financial advisor with Global Retirement Partners LLC in Bethesda, MD. James has been in the financial services industry since 2005 and is licensed to provide investment advice in Maryland, Texas, and Virginia. James has a strong background in retirement planning, portfolio management, and financial planning. James previously worked for Commonwealth Financial Network, CUNA Brokerage Services, Inc., Goldman, Sachs & Co., John Hancock Distributors LLC, Van Kampen Funds Inc., and Morgan Stanley DW Inc.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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MD
10/31/2023 - Present
Global Retirement Partners LLC (Bethesda MD)
MD
02/02/2017 - 11/01/2023
COMMONWEALTH FINANCIAL NETWORK (BETHESDA MD)
IA
12/23/2013 - 11/02/2015
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NY
09/18/2009 - 11/25/2013
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
03/10/2009 - 09/18/2009
JOHN HANCOCK DISTRIBUTORS LLC (DOWNERS GROVE IL)
TX
02/01/2006 - 01/27/2009
VAN KAMPEN FUNDS INC. (HOUSTON TX)
NY
09/26/2005 - 02/02/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 06/09/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 09/23/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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