Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joe? Claim Your ProfileJoe W. Keatley is a financial advisor registered with Raymond James Financial Services Advisors, Inc. Joe has been in the financial industry since 2001. Joe is registered with the state of West Virginia as a securities representative and an investment advisor representative. Joe also holds licenses in 19 other states and is registered with FINRA. In addition to Joe's work with Raymond James Financial Services Advisors, Inc., Joe is also a bank associate with First Community Bank. Joe is an advisor with First Community Wealth Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WV
01/05/2017 - Present
Raymond James Financial Services Advisors, Inc. (PRINCETON WV)
VA
01/01/2008 - 12/12/2016
WELLS FARGO ADVISORS (BLUEFIELD VA)
VA
03/22/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (BLUEFIELD VA)
CT
09/25/2000 - 07/29/2003
WRIGHT INVESTORS' SERVICE DISTRIBUTORS, INC. (SHELTON CT)
BOTH
Issued 08/23/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/17/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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