Unclaimed
Thomas McKeever is a financial advisor at Ameriprise Financial Services, LLC, with offices in Staten Island, NY and Piscataway, NJ. Thomas has been in the financial services industry since 2013, with experience in investment advisory services. Thomas holds FINRA Series 7, 66 and SIE licenses and is registered in 20 states and the District of Columbia. Thomas provides financial planning, asset allocation services, pension consulting, educational seminars, and investment management to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Thomas is also registered as an Investment Advisor Representative in New Jersey and New York.
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.
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.
Asset allocation services
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
NY
09/13/2021 - Present
Ameriprise Financial Services, LLC (STATEN ISLAND NY)
BOTH
Issued 05/10/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/09/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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