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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sherlyn? Claim Your ProfileSherlyn Keegan is a financial advisor with Fidelity Personal And Workplace Advisors, a company that provides a range of financial services. Sherlyn Keegan's experience in the financial industry began in 2009, with her previous roles at firms like Edward Jones, Ameritas Investment Corp., and Cape Securities Inc. Over the years, Sherlyn Keegan has gained a broad spectrum of knowledge and expertise in the field. Sherlyn Keegan holds licenses to conduct business in both Broker-Dealer and Investment Advisor capacities, demonstrating her commitment to serving clients in various financial contexts.
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.
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2
FL
02/16/2022 - Present
Fidelity Personal AND Workplace Advisors (JACKSONVILLE FL)
GA
01/04/2017 - 11/09/2021
CAPE SECURITIES INC. (MCDONOUGH GA)
FL
10/09/2009 - 12/31/2016
AMERITAS INVESTMENT CORP. (Daytona Beach FL)
MO
07/20/2009 - 08/31/2009
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 07/31/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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