Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keegan? Claim Your ProfileKeegan Glynn Sullivan is a financial advisor with over 2 years of experience in the industry. Keegan is registered with the state of Texas as an Investment Advisor Representative. Keegan is currently employed by Tiaa-Cref Individual & Institutional Services, LLC and is located in Dallas, TX. They have passed the Series 66, Series 7TO, and SIE exams. Keegan's specializations include Fixed Annuities, Mutual Funds, and Variable Annuities.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
TX
10/02/2023 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Dallas TX)
BOTH
Issued 10/02/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/17/2023
Series 7TO - General Securities Representative Examination
BC
Issued 08/15/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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