Unclaimed
Keenan Decrane Cavanor is a financial advisor at Charles Schwab & CO., Inc. Keenan has been in the financial industry for over 4 years and holds multiple licenses, including Series 66, 7TO, and SIE. Keenan is also a Certified Financial Planner. The advisor is registered with the state of Minnesota as a broker-dealer and investment advisor representative. Keenan's areas of expertise include financial planning and selection of other advisors.
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.
Wrap fee program sponsor and financial planning advisor referral program
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.
Asset based fees for wrap pgrms & subsc pricing for fin planning
1
2
MN
02/02/2021 - Present
Charles Schwab & CO., Inc. (Edina MN)
BOTH
Issued 12/09/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/08/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/16/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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