Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Keane is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Patrick has been in the financial services industry for over 20 years and has worked for several different firms over that time. Patrick is registered to provide investment advice in several states and has passed various industry exams including the Series 6, 7, 63, and 65 exams. Patrick has several designations including a Chartered Financial Consultant (ChFC®). Patrick holds a series 7 and 66 license and is registered with the FINRA. Patrick is also an information officer for Little League Baseball of Adams County in Quincy, Illinois. Patrick Keane has extensive experience working with individual investors and businesses. Patrick has a strong track record of success helping clients 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.
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.
See schedule d - miscellaneous
1
2
IL
09/23/2021 - Present
Edward Jones (QUINCY IL)
MA
01/01/1999 - 01/17/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/01/1999 - 01/17/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 05/25/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/08/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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