Unclaimed
Timothy Keane is a financial advisor who has been in the industry since 1990. Keane is currently registered with Cetera Investment Advisers LLC and has been with the firm since 2016. Prior to that, Keane worked for Investors Capital Corp. and B.B. Graham & Company, Inc. Keane is licensed to provide investment advice in a variety of states, including Massachusetts, Texas, Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Maine, Maryland, Michigan, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Utah, Virginia and Washington. Keane holds the Series 63, 65, 7, 24 and SIE licenses and is a Registered Representative of Cetera Investment Advisers LLC.
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.
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
MA
03/21/2024 - Present
Cetera Investment Advisers LLC (FRAMINGHAM MA)
MA
12/04/2009 - 10/03/2016
INVESTORS CAPITAL CORP. (FRAMINGHAM MA)
MA
09/19/2007 - 12/16/2009
B.B. GRAHAM & COMPANY, INC. (FRAMINGHAM MA)
MA
04/20/2005 - 09/20/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (FRAMINGHAM MA)
MA
10/20/2004 - 04/20/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
11/15/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
FL
01/04/1999 - 11/18/2002
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
FL
02/16/1993 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NY
04/24/1990 - 02/23/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 07/01/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/07/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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