Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Keenan has been in the financial industry for over 25 years. Michael has a long history of working with individuals and families, and has experience providing financial advice at various firms including Lincoln Financial Distributors, American Skandia Marketing, Equitable Distributors, and Prudential Securities. Michael currently works as a Registered Representative and Investment Advisor Representative at Fidelity Personal and Workplace Advisors. Michael is registered in Florida and Georgia, with a Series 63, 65, 7, 9, 10, and SIE licenses. Michael offers investment advisory services, financial planning, selection of other advisors, portfolio management for individuals and businesses, and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (PALM BEACH GARDENS FL)
PA
08/16/2001 - 10/31/2003
LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)
CT
10/09/1998 - 05/09/2001
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
01/09/1998 - 06/04/1998
EQUITABLE DISTRIBUTORS, INC. (CHARLOTTE NC)
NY
09/03/1996 - 09/04/1997
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BC
Issued 04/01/2004
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/29/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/29/2014
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/2014
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/30/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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