Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Keenan is a financial advisor with over 30 years of experience in the industry. Robert is registered with St. Bernard Financial Services, Inc. and St Bernard Asset Management, Inc. Robert has a wide range of experience in the financial services industry, including experience as a registered representative, a principal, and a compliance officer. Robert has also worked for several different financial institutions, including Washington Square Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Robert is also currently the Chief Operating Officer and a 20% owner of New Day Wealth Management, LLC. Robert holds a number of industry licenses and certifications, including the Series 7, 24, 28, 52TO, 53, 63, 65, 99TO, and SIE. Robert's primary business activities include providing portfolio management for individuals and businesses and providing educational seminars. Robert is committed to providing his clients with the highest quality financial advice and service.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
1
2
OK
02/27/2017 - Present
ST. Bernard Financial Services, Inc. (OKLAHOMA CITY OK)
AR
11/06/1995 - 04/02/1996
SECURITY INVESTMENTS OF CONWAY INC. (LITTLE ROCK AR)
CT
05/04/1994 - 11/18/1994
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
MN
11/21/1989 - 04/08/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/21/1989 - 04/08/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/19/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/08/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 03/01/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/12/1994
Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination
BC
Issued 09/14/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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