Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Joseph Keane has been active in the financial industry since 1990. Timothy currently works with Cetera Investment Advisers LLC in Framingham, Massachusetts. Prior to this, Timothy was with Investors Capital Corp., B.B. Graham & Company, Inc., First Midamerica Investment Corporation, Banc of America Investment Services, Inc., Quick & Reilly, Inc., Raymond James Financial Services, Inc., Robert Thomas Securities, Inc and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Timothy has a broad range of experience and focuses on providing financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses and individuals. Timothy also offers other services, including fixed insurance through various companies.
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 7/1/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/7/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 4/15/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/21/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Timothy Keane is the right advisor for you? Invested Better is here to help.
