Unclaimed
Kevin Keane is an investment advisor representative associated with Janney Montgomery Scott LLC. Kevin Keane has been in the industry since 1979. Kevin Keane is registered in 27 states. Kevin Keane has experience with Stiefel, Nicolaus & Company, Incorporated, Ryan Beck & Co., Gruntal & Co., L.L.C., Shearson Lehman Hutton Inc. and First Jersey Securities, Inc.. Kevin Keane holds FINRA registrations for Series 7, Series 63, and Series 65 and the SIE exam.
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.
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.
Fee plus commission
1
2
PA
07/15/2018 - Present
Janney Montgomery Scott LLC (YARDLEY PA)
PA
07/31/2007 - 06/21/2018
STIFEL, NICOLAUS & COMPANY, INCORPORATED (YARDLEY PA)
PA
04/29/2002 - 07/31/2007
RYAN BECK & CO. (YARDLEY PA)
NY
07/14/1989 - 05/20/2002
GRUNTAL & CO., L.L.C. (NEW YORK NY)
NA
12/04/1979 - 07/19/1989
SHEARSON LEHMAN HUTTON INC.
NA
06/26/1979 - 09/21/1979
FIRST JERSEY SECURITIES, INC.
IA
Issued 09/24/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/17/1979
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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