Unclaimed
Keenan Zehner is a registered investment advisor representative with Money Concepts Capital Corp. based in Palm Beach Gardens, FL. Keenan has been in the financial services industry since 1997. Prior to joining Money Concepts Capital Corp., Keenan worked for various firms including Princor Financial Services Corporation, Resource Horizons Group LLC, InterSecurities, Inc., New England Securities, Lincoln Financial Advisors Corporation and The Lincoln National Life Insurance Company. Keenan is licensed to provide investment advice in Florida, Georgia, North Carolina, Oklahoma, Pennsylvania, Tennessee and Texas. Keenan provides investment advice and consulting services to a diverse range of clients, including individuals, families, businesses, trusts, and pension plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
FL
03/29/2022 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
FL
10/17/2005 - 06/21/2010
PRINCOR FINANCIAL SERVICES CORPORATION (FORT MYERS FL)
GA
06/28/2004 - 10/26/2005
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
FL
07/18/2000 - 10/01/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
05/13/1998 - 08/18/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
IN
09/05/1996 - 12/23/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/05/1996 - 12/23/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CT
04/15/1996 - 12/31/1996
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
BC
Issued 04/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1997
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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