Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keenan? Claim Your ProfileKeenan Malcolm Bailey is an investment advisor representative at Mason Investment Advisory Services Inc., which specializes in providing financial planning, portfolio management services for individuals and businesses, as well as selection of other advisors. Keenan has worked in the financial services industry since 2017. Keenan has a Series 65 license, the Uniform Investment Adviser Law Examination, and holds registrations in Virginia.
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.
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.
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VA
04/04/2024 - Present
Mason Investment Advisory Services Inc. (RESTON VA)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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