Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keven? Claim Your ProfileKeven Michael Sheehy is a financial advisor currently registered with Wells Fargo Advisors Financial Network, LLC and Wells Fargo Clearing Services, LLC. Keven Sheehy has been working in the financial services industry for 2 years and is licensed to provide advisory services in all 50 states. Keven Sheehy specializes in financial planning, portfolio management for individuals and businesses, and pension consulting. Keven Sheehy has extensive experience working with high-net-worth individuals, corporations, and charitable organizations. Keven Sheehy is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MO
10/23/2023 - Present
Wells Fargo Advisors Financial Network, LLC (ST. LOUIS MO)
BOTH
Issued 10/20/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/10/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/12/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/03/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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