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Michael Patrick McKeever

Citizens Securities, Inc.

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About Michael Patrick McKeever

Michael McKeever is a financial professional with over 22 years of experience in the financial services industry. He is currently registered with Citizens Securities, Inc. as a Registered Representative. His previous employment includes Dreyfus Investment Services Company, LLC and Pruco Securities Corporation. Michael is licensed to provide financial services in California, Delaware, Florida, Kentucky, New Jersey, North Carolina, Pennsylvania and South Carolina. Michael has earned his Series 63, Series 65, Series 7 and Series 24 licenses. Michael's primary focus is providing financial planning and portfolio management services to individuals and businesses.

Firm Information

Michael McKeever is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

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.

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percentage of assets

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

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Michael McKeever’s Registration & Firm History

PA

01/07/2020 - Present

Citizens Securities, Inc. (HORSHAM PA)

PA

08/28/2001 - 05/08/2002

DREYFUS INVESTMENT SERVICES COMPANY, LLC (PITTSBURGH PA)

NJ

08/02/1999 - 05/22/2001

PRUCO SECURITIES CORPORATION (NEWARK NJ)

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Licenses & Designations

IA

Issued 03/23/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/30/2002

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Michael Patrick McKeever. Review regulatory record here.
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