Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Shawn? Claim Your ProfileShawn Keane is a financial advisor with over 20 years of experience in the industry. Shawn is currently registered with Smithbridge Asset Management, Inc. in Pennsylvania and Texas. Shawn has a wide range of experience and specializes in providing financial planning, portfolio management for individuals, businesses and investment companies, and selection of other advisors. Shawn has held previous positions with MML Investors Services, LLC and NYLIFE Securities Inc.
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.
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.
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.
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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2
PA
03/22/2023 - Present
Smithbridge Asset Management, Inc. (CHADDS FORD PA)
DE
03/27/2003 - 08/16/2016
MML INVESTORS SERVICES, LLC (NEW CASTLE DE)
NY
05/14/2002 - 03/27/2003
NYLIFE SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/03/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/16/2016
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2002
Series 7 - General Securities Representative Examination
BC
Issued 02/26/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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