Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keefer? Claim Your ProfileKeefer Whaley is a financial advisor registered in Colorado. Keefer is associated with GWN Securities Inc., a firm headquartered in Palm Beach Gardens, Florida. The firm is an independent broker-dealer and investment advisor with a focus on providing financial planning and portfolio management services to individuals, high-net-worth individuals and businesses. Keefer has been in the financial industry for over 5 years.
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.
Helps you choose top advisors aligned with your financial goals.
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.
In lieu of hourly fee, ia can charge a flat fee
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2
FL
08/21/2024 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IA
Issued 08/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/07/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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