Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jennifer? Claim Your ProfileJennifer Keegan is a financial advisor with Merit Financial Advisors. Jennifer has been in the industry since 2012. Jennifer is registered with the state of Georgia and has a Series 7, Series 66, Series 24, and SIE. Jennifer has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Merit Financial Advisors is a financial advisory firm based in Alpharetta, Georgia. The firm provides a variety of financial services, including financial planning, investment management, and retirement planning. Merit Financial Advisors has a strong commitment to providing its clients with personalized and comprehensive financial advice.
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.
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.
Consulting fees
1
2
GA
07/13/2018 - Present
Merit Financial Advisors (ALPHARETTA GA)
GA
10/09/2017 - 08/16/2024
LPL FINANCIAL LLC (ALPHARETTA GA)
GA
09/09/2015 - 12/14/2015
NFP ADVISOR SERVICES, LLC (ALPHARETTA GA)
GA
06/28/2013 - 09/11/2015
INVESTACORP, INC. (ALPHARETTA GA)
MO
01/01/2011 - 06/10/2013
LPL FINANCIAL LLC (CHESTERFIELD MO)
BOTH
Issued 06/25/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2019
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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