Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jarrod? Claim Your ProfileJarrod Keen is a financial advisor with Wells Fargo Advisors Financial Network, LLC based in Raleigh, NC. Jarrod has been in the financial services industry since 1997 and has a wide range of experience, having previously worked for Morgan Stanley Smith Barney and Citigroup Global Markets Inc. He holds a Series 7, Series 31, and Series 63 licenses and is also a Certified Financial Planner. Jarrod Keen works with individuals, families, and businesses 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.
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.
Investment consulting services to institutional clients
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.
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2
NC
05/08/2012 - Present
Wells Fargo Advisors Financial Network, LLC (RALEIGH NC)
NC
06/01/2009 - 03/18/2011
MORGAN STANLEY SMITH BARNEY (RALEIGH NC)
NC
04/29/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (RALEIGH NC)
NY
08/21/1997 - 05/02/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 09/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 08/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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