Unclaimed
Patrick Keenan is a registered investment advisor representative with Osaic Wealth, Inc., based in Woodridge, IL. Patrick has been in the financial services industry since 1985, having previously worked with SAGEPOINT FINANCIAL, INC., AMERICAN GENERAL SECURITIES INCORPORATED, K. W. CHAMBERS & CO., USLIFE EQUITY SALES CORP., FRANKLIN FINANCIAL SERVICES CORPORATION, and PRUCO SECURITIES CORPORATION. Patrick Keenan is licensed to provide investment advice in Arizona, Florida, Illinois, Indiana, Louisiana, New Jersey, and Tennessee. Patrick also provides independent insurance sales.
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.
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.
1
2
IL
09/01/2023 - Present
Osaic Wealth, Inc. (WOODRIDGE IL)
IL
10/31/2008 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (WOODRIDGE IL)
IL
03/09/2006 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WESTMONT IL)
MO
02/25/1997 - 03/06/2006
K. W. CHAMBERS & CO. (CLAYTON MO)
NA
11/27/1996 - 12/19/1996
K. W. CHAMBERS & CO.
NY
01/17/1996 - 11/27/1996
USLIFE EQUITY SALES CORP. (NEW YORK NY)
TX
11/17/1995 - 01/31/1996
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
NJ
10/16/1985 - 12/14/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 07/27/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/25/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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