Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael James Keever is an investment advisor representative with over 40 years of experience in the financial services industry. Michael is currently registered with Raymond James Financial Services Advisors, Inc. and has previously held positions with Ameriprise Financial Services, LLC, Cetera Advisor Networks LLC, M Holdings Securities, Inc., Jefferson Pilot Securities Corporation, Wells Fargo Investments, LLC, Smith Barney, Harris Upham & Co., Incorporated, Oppenheimer & Co., Inc. and Kidder, Peabody & Co. Incorporated. Michael is a Series 3, 7, and 63 licensed professional and holds a Series 65 license. Michael provides financial planning, portfolio management and educational seminars. Michael serves high net worth individuals, corporations, trusts, pensions, and charitable organizations. Michael is dedicated to helping clients achieve their financial goals and is committed to providing personalized service and advice.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
WA
02/28/2023 - Present
Raymond James Financial Services Advisors, Inc. (Sammamish WA)
WA
02/14/2014 - 02/27/2023
AMERIPRISE FINANCIAL SERVICES, LLC (Bellevue WA)
CA
11/20/2012 - 02/19/2014
CETERA ADVISOR NETWORKS LLC (EL SEGUNDO CA)
WA
03/31/2006 - 11/19/2012
M HOLDINGS SECURITIES, INC. (SEATTLE WA)
WA
11/02/2004 - 04/04/2006
JEFFERSON PILOT SECURITIES CORPORATION (SEATTLE WA)
CA
11/12/1990 - 10/29/2004
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
NY
10/09/1987 - 11/20/1990
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
08/22/1986 - 10/20/1987
OPPENHEIMER & CO., INC.
NA
04/29/1982 - 09/10/1986
KIDDER, PEABODY & CO. INCORPORATED
IA
Issued 12/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/20/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/1983
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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