Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keegan? Claim Your ProfileKeegan Hennessy is a financial advisor who has been in the industry for over 25 years. Keegan is currently registered with UBS Financial Services Inc. in Georgia and Texas. Keegan has experience working with individuals, corporations, trusts, and pension plans. Keegan specializes in providing financial planning, portfolio management, and investment advisory services. Keegan has previously worked with a variety of other firms including Morgan Stanley, Citigroup Global Markets Inc., Securities America, Inc., Raymond James & Associates, Inc., and The Equitable Life Assurance Society of the United States.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
02/26/2014 - Present
UBS Financial Services Inc. (ATLANTA GA)
GA
06/01/2009 - 01/23/2014
MORGAN STANLEY (ATLANTA GA)
GA
02/10/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ATLANTA GA)
NE
04/29/2003 - 03/03/2006
SECURITIES AMERICA, INC. (LAVISTA NE)
FL
10/02/1997 - 06/24/1999
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
NY
01/24/1994 - 10/28/1997
EQ FINANCIAL CONSULTANTS, INC. (NEW YORK NY)
NY
01/24/1994 - 10/28/1997
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 05/27/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2003
Series 7 - General Securities Representative Examination
BC
Issued 01/21/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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