Unclaimed
Sean Patrick Keen is a financial advisor with over 6 years of experience in the industry. Sean is registered with the state of Illinois and is currently employed by Private Client Services, LLC, a financial advisory firm with a strong reputation for providing personalized financial planning and portfolio management services. Sean has a strong understanding of the financial markets and is dedicated to helping his clients achieve their financial goals. Sean specializes in providing financial advice to high-net-worth individuals, corporations, and pension and profit-sharing plans. His services include financial planning, portfolio management, and selection of other advisers. He is committed to providing his clients with the highest level of service and expertise.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
IL
01/03/2023 - Present
Private Client Services, LLC (Robinson IL)
IL
09/18/2020 - 01/05/2023
SECURITIES AMERICA, INC. (ROBInSON IL)
IL
01/05/2017 - 09/18/2020
SECURITIES SERVICE NETWORK, LLC (ROBInSON IL)
BC
Issued 07/06/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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