Unclaimed
John McKeown is a financial professional with over 20 years of experience in the industry. John has a strong background in both investment advisory and brokerage services. Currently, John is a registered representative and investment advisor representative with Osaic Wealth, Inc. Prior to that, John was with Signator Investors, Inc. for over 7 years, Casgrain & Company (USA) Limited in Montreal, Quebec and Nesbitt Burns Securities Inc. in Chicago, Illinois. John specializes in portfolio management, financial planning and pension consulting. John is committed to providing clients with personalized financial advice 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.
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.
1
2
FL
11/02/2018 - Present
Osaic Wealth, Inc. (BOCA RATON FL)
FL
09/12/2011 - 11/02/2018
SIGNATOR INVESTORS, INC. (BOCA RATON FL)
NA
04/12/2000 - 10/28/2003
CASGRAIN & COMPANY (USA) LIMITED (MONTREAL QUEBEC )
IL
05/23/1991 - 04/07/1999
NESBITT BURNS SECURITIES INC. (CHICAGO IL)
IA
Issued 10/01/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/13/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/11/2015
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 08/24/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/21/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John McKeown is the right advisor for you? Invested Better is here to help.