linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Maggi Mary Keating

FBB Capital Partners

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Maggi? Claim Your Profile

About Maggi Mary Keating

Maggi Keating is a financial professional with over 30 years of experience in the financial services industry. She currently holds the position of an Investment Advisor Representative at FBB Capital Partners. Maggi Keating has a wide range of experience working with clients in the areas of financial planning and portfolio management. Maggi Keating's professional experience includes working with a variety of clients, including individuals, high-net-worth individuals, and charitable organizations.

Firm Information

Maggi Keating is currently registered with FBB Capital Partners. FBB Capital Partners is an investment advisor registered with the SEC, headquartered in Bethesda, MD. The firm manages $1.87 billion in assets for 2,917 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, portfolio management for businesses and individuals, and a variety of other services.
FBB Capital Partners

4520 EAST-WEST HIGHWAY

BETHESDA, MD 20814

$1.87B

Assets Under Management

10

Total Clients

12

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Maggi Keating’s Registration & Firm History

MD

06/16/2004 - Present

FBB Capital Partners (Bethesda MD)

TX

06/24/1992 - 05/11/2004

CHARLES SCHWAB & CO., INC. (WESTLAKE TX)

NA

04/11/1992 - 05/29/1992

HAMILTON INVESTMENTS, INC.

NY

10/02/1991 - 04/22/1992

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

Not sure if Maggi Mary Keating is right for you?

Licenses & Designations

BOTH

Issued 05/30/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/04/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 04/19/1995

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 10/01/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Maggi Mary Keating.
Not sure if Maggi Mary Keating is right for you?