Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey William Keane is an investment advisor representative with Capital Investment Advisors, LLC based in Atlanta, Georgia. Jeffrey has experience in the financial services industry dating back to 2000 and has a strong track record in providing investment advice to individual and institutional clients. Jeffrey holds multiple licenses and designations and specializes in providing a wide range of financial services including financial planning, pension consulting, and portfolio management. Jeffrey has a history of working with firms including Fidelity Investments Institutional Services Company, Inc., MFS Fund Distributors, Inc. and Altegris Investments, 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.
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.
Percentage of plan assets
1
2
GA
05/23/2023 - Present
Capital Investment Advisors, LLC (ATLANTA GA)
CA
02/10/2014 - 12/01/2014
ALTEGRIS INVESTMENTS, INC. (LA JOLLA CA)
RI
02/20/2004 - 07/06/2006
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
NJ
01/24/2002 - 02/04/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
MA
06/16/2000 - 08/06/2001
MFS FUND DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 05/01/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/04/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/06/2014
Series 30 - NFA Branch Manager Examination
BC
Issued 12/01/2014
SIE - Securities Industry Essentials Examination
BC
Issued 05/19/2014
Series 3 - National Commodity Futures Examination
BC
Issued 02/10/2014
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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