Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Keeley is a financial advisor registered with LPL Financial LLC. Kevin has over 1 year of experience in the financial services industry. Kevin has a Series 7, Series 63, and Series 99TO licenses. Kevin is also registered with the state of South Carolina. Prior to joining LPL Financial LLC, Kevin worked for WELLS FARGO CLEARING SERVICES, LLC and UBS FINANCIAL SERVICES INC..
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
SC
04/15/2024 - Present
LPL Financial LLC (FORT MILL SC)
NC
02/20/2024 - 04/18/2024
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
NC
06/16/2023 - 08/09/2023
UBS FINANCIAL SERVICES INC. (CHARLOTTE NC)
BC
Issued 02/24/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/2024
Series 99TO - Operations Professional Examination
BC
Issued 06/16/2023
Series 7TO - General Securities Representative Examination
BC
Issued 02/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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