Unclaimed
Peter Keenan is a financial advisor with Vanguard Advisers, Inc. who has been in the industry since 2009. Peter is a Certified Financial Planner™ professional and has been registered with the state of Pennsylvania since 2009. Peter Keenan is also registered with the state of Texas as an Investment Advisor Representative. Peter Keenan specializes in providing financial planning services to individuals, businesses, and pooled investment vehicles.
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.
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
PA
05/14/2020 - Present
Vanguard Advisers, Inc. (MALVERN PA)
BC
Issued 02/06/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/17/2009
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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