Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keating? Claim Your ProfileKeating Simons is an investment advisor representative with Cetera Investment Advisers LLC. Keating is a registered investment advisor in South Carolina. Keating has been in the securities industry for 5 years. Keating holds the Series 65, Series 63, Series 7TO and Series 24 licenses. Keating's previous experience includes working at Securian Financial Services, Inc. and Commonwealth. Keating is a specialist in 1, 2, 3, 4, 5, and 6. Keating is also the owner of Sweet Grass Digital, LLC.
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
SC
08/10/2023 - Present
Cetera Investment Advisers LLC (DANIEL ISLAND SC)
SC
12/04/2019 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (DANIEL ISLAND SC)
BC
Issued 01/21/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/05/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 12/04/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Keating Simons is the right advisor for you? Invested Better is here to help.
