Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Thomas? Claim Your ProfileThomas Keane is an investment advisor representative at Captrust. Thomas has been in the industry since 2013. Thomas holds the Series 65 license and is registered with the state of Massachusetts. Thomas specializes in Providing investment advice to individuals, families, retirement plans, charitable organizations, and corporations. Thomas has a background in financial services, working previously for RTN Federal Credit Union and Codiak Biosciences. Thomas holds a Bachelor of Science in Finance from Bentley University. Thomas is a member of the Captrust team.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MA
02/01/2022 - Present
Captrust (Boston MA)
IA
Issued 12/22/2021
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Thomas Keane is the right advisor for you? Invested Better is here to help.
