Unclaimed
Sean Keating is an Investment Advisor Representative registered with Dimensional Fund Advisors LP. Sean has been in the industry for over two years. They are licensed in Texas. Sean Keating is currently registered as an Investment Advisor Representative in Texas and North Carolina. The firm is headquartered in Austin, Texas, and has offices in Charlotte, North Carolina. Dimensional Fund Advisors LP provides investment advisory services for individuals, businesses, investment companies, and pooled investment vehicles. They also have offices in Charlotte. Sean Keating is a specialist in the investment management of equities, fixed income, and mutual funds. They have also been involved in the management of individual and institutional portfolios.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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TX
11/13/2024 - Present
Dimensional Fund Advisors LP (AUSTIN TX)
BOTH
Issued 08/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/07/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/23/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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