Unclaimed
Ryan Keefer is a financial advisor with J.P. Morgan Securities LLC. Ryan has been in the industry for 13 years and has experience working with clients of all types, including individuals, families, corporations, and charitable organizations. Ryan is registered to provide investment advice in Ohio and Texas, and he is also a registered representative of J.P. Morgan Securities LLC. Ryan holds Series 6, 7, 66, and SIE licenses. Ryan's previous experience includes working at PNC Investments and Chase Investment Services Corp. Ryan is committed to providing his clients with personalized financial advice and investment strategies designed to meet their individual needs.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
07/23/2024 - Present
J.p. Morgan Securities LLC (NORTH CANTON OH)
OH
01/20/2016 - 12/06/2018
PNC INVESTMENTS (SHEFFIELD OH)
OH
05/06/2011 - 01/21/2014
PNC INVESTMENTS (HUDSON OH)
OH
07/06/2005 - 03/03/2011
CHASE INVESTMENT SERVICES CORP. (AKRON OH)
IL
10/07/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 04/24/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/31/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/06/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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