Unclaimed
Keegan De Lange is a financial advisor at Fidelity Personal And Workplace Advisors. Keegan has been in the financial services industry since 2020. Keegan has a Series 63, 66, 7TO, 9, and 10 license. Keegan has a Bachelor of Arts degree from the University of Louisville and has worked with various organizations, including Northwestern Mutual Investment Services LLC. Keegan is dedicated to providing financial advice to individuals and businesses.
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.
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
MO
06/06/2022 - Present
Fidelity Personal AND Workplace Advisors (CHESTERFIELD MO)
MO
11/14/2020 - 07/27/2021
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Chesterfield MO)
BOTH
Issued 05/18/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/17/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2022
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/24/2021
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 09/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/14/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/17/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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