Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Matthew? Claim Your ProfileMatthew Keen is a financial advisor who has been in the industry since 2003. Matthew is currently registered with LPL Financial LLC, and has previously worked for J.P. MORGAN SECURITIES LLC and AMERICAN GENERAL SECURITIES INCORPORATED. Matthew holds Series 6, 7, 63 and 66 licenses. Matthew is registered in several states across the US. Matthew has a long history of experience in the financial services industry and specializes in working with high net worth individuals, corporations and other businesses, pension and profit-sharing plans, and charitable organizations. Matthew is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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2
WI
07/01/2022 - Present
LPL Financial LLC (BIG BEND WI)
WI
01/07/2019 - 08/03/2021
J.P. MORGAN SECURITIES LLC (FOX POINT WI)
AZ
08/21/2003 - 09/23/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BOTH
Issued 02/04/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/29/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/21/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/20/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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