Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keegan? Claim Your ProfileKeegan Thomas Phillips is a financial advisor with Morgan Stanley. Keegan has been in the financial industry since 2015, working with clients in South Jordan, UT. Keegan holds the Series 6, Series 63 and Series 99TO licenses. Keegan has worked at E*TRADE Securities LLC, Morgan Stanley & Co. LLC, and Transamerica Financial Advisors, Inc. in the past. Keegan's experience and knowledge allows them to provide a variety of services to their clients, including financial planning, pension consulting and portfolio management.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
UT
06/30/2020 - Present
Morgan Stanley (SOUTH JORDAN UT)
UT
07/19/2022 - 01/09/2023
E*TRADE SECURITIES LLC (South Jordan UT)
UT
09/16/2021 - 04/19/2022
MORGAN STANLEY & CO. LLC (South Jordan UT)
UT
08/06/2015 - 07/11/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (SOUTH JORDAN UT)
BC
Issued 08/13/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/30/2020
Series 99TO - Operations Professional Examination
BC
Issued 07/11/2016
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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