Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keegan? Claim Your ProfileKeegan Patrick Connor is a financial advisor with Osaic Wealth, Inc. Keegan has been in the financial services industry since 2020. Keegan holds Series 63, Series 7TO and SIE licenses. Keegan is registered in Arizona and Georgia. Keegan has experience working with clients in a variety of sectors, including high net worth individuals, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth.
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.
A percentage of the total value of assets under management is charged.
1
2
AZ
08/23/2024 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/21/2023 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
RI
09/02/2022 - 12/07/2022
FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)
AZ
05/04/2021 - 05/09/2022
ROBINHOOD FINANCIAL, LLC (Tempe AZ)
CA
10/16/2020 - 03/26/2021
PLANMEMBER SECURITIES CORPORATION (CARPINTERIA CA)
BC
Issued 12/17/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/11/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/16/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 08/28/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Keegan Connor is the right advisor for you? Invested Better is here to help.
