Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Riley? Claim Your ProfileRiley David Sackett is an Investment Advisor Representative at Keenan Financial. Riley is licensed to provide investment advice in Massachusetts and is also licensed in Texas. Riley holds a Series 65 license, the Uniform Investment Adviser Law Examination, and has been in the industry since September 2011. Riley also provides clients with insurance information as needed.
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.
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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MA
01/10/2025 - Present
Keenan Financial (BOSTON MA)
IA
Issued 10/21/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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