Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Vernon? Claim Your ProfileVernon Charles Keesey is a financial advisor who has been in the industry since December 3, 2000. Vernon currently works for Great Valley Advisor Group, Inc. Prior to joining Great Valley Advisor Group, Inc., Vernon was associated with SIGNATOR INVESTORS, INC. and LINCOLN FINANCIAL ADVISORS CORPORATION. Vernon is registered with the state of Pennsylvania and holds a Series 66, Series 63 and Series 7 license. Vernon offers financial planning services and is an Investment Advisor Representative (IAR).
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.
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.
Consulting 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
PA
09/16/2015 - Present
Great Valley Advisor Group, Inc. (PAOLI PA)
PA
07/11/2003 - 05/20/2008
SIGNATOR INVESTORS, INC. (MALVERN PA)
IN
09/29/2000 - 07/01/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/29/2000 - 07/01/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 03/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/26/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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