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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Patrick Keeney is a financial advisor with over 30 years of experience in the industry. John Patrick Keeney currently works at Beacon Pointe Advisors, LLC. John Patrick Keeney specializes in providing financial planning, portfolio management, and consulting services to individuals, families, businesses, and charitable organizations. John Patrick Keeney holds the Series 6, 7, 24, 63 and 65 licenses. John Patrick Keeney has previously worked at TRIAD ADVISORS LLC, LPL FINANCIAL LLC, ROYAL ALLIANCE ASSOCIATES, INC., SIGNET FINANCIAL SERVICES,INC., ESSEX NATIONAL SECURITIES, INC., PRUCO SECURITIES CORPORATION, and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA.
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.
Strategic management for diversified investment portfolios.
Consulting services
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.
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MD
02/20/2024 - Present
Beacon Pointe Advisors, LLC (Columbia MD)
MD
11/11/2015 - 01/10/2024
TRIAD ADVISORS LLC (Columbia MD)
MD
01/09/2001 - 11/19/2015
LPL FINANCIAL LLC (COLUMBIA MD)
AZ
08/22/1997 - 01/26/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NC
12/13/1995 - 12/15/1997
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
NC
05/11/1993 - 11/30/1994
SIGNET FINANCIAL SERVICES,INC. (CHARLOTTE NC)
CA
09/09/1991 - 04/21/1993
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NJ
11/02/1990 - 06/20/1991
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
11/02/1990 - 06/20/1991
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/15/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/07/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/24/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/1994
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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