Unclaimed
Keegan Oberer is a financial professional with Northwestern Mutual Investment Services, LLC, a firm that has been providing investment services for over 100 years. Keegan has over 3 years of experience in the financial industry and is committed to providing personalized investment advice to individuals and families. Keegan is registered in 24 states and holds the Series 63, Series 7, and Series 6 licenses. Keegan's professional experience includes helping clients with their investment goals and financial planning needs.
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.
Investment research; referrals to other advisers
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.
Referral fees
1
2
FL
10/07/2020 - Present
Northwestern Mutual Investment Services, LLC (TAMPA FL)
BC
Issued 11/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/05/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/07/2020
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/25/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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