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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Keena is a financial advisor with over 30 years of experience in the industry. Timothy currently works at Morgan Stanley, and is registered as an Investment Advisor Representative in Virginia. Timothy has held previous positions with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., and Dean Witter Reynolds Inc. Timothy has a wide range of experience, including providing financial planning, portfolio management for individuals and businesses, asset allocation advice, and pension consulting. Timothy has also worked as a real estate developer and is a landlord. Timothy holds several industry licenses including Series 3, 7, 8, 9, 10, 63, and 65.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
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.
See schedule d miscellaneous
1
2
VA
09/19/2011 - Present
Morgan Stanley (Mclean VA)
MD
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (POTOMAC MD)
MD
02/04/1994 - 04/02/2007
MORGAN STANLEY DW INC. (POTOMAC MD)
NY
04/15/1988 - 03/31/1993
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 10/30/1991
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/12/1998
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/1989
Series 3 - National Commodity Futures Examination
BC
Issued 03/19/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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