Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keegan? Claim Your ProfileKeegan Cole Corey is a financial advisor with Florida Financial Advisors, LLC. Keegan has been in the financial industry since 2020. Keegan is a Registered Representative in Florida and a Registered Investment Advisor in both Florida and Texas. Keegan holds Series 65, Series 6TO and SIE licenses. Keegan specializes in Financial Planning, Pension Consulting, and Portfolio Management for Businesses and Individuals. Keegan works with high net worth individuals and individuals other than high net worth. Keegan offers advisory services on a fee-only basis. Keegan’s firm, Florida Financial Advisors, LLC, has a total of 1371 clients, with approximately $199,000,000 in assets under 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.
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.
2% of net worth or assets for financial planning clients
1
2
FL
05/02/2023 - Present
Florida Financial Advisors, LLC (Tampa FL)
IA
Issued 09/02/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/12/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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