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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Andrew Keen is a financial advisor who has been in the industry since 1976. Currently, William Andrew Keen is registered with MML Investors Services, LLC, a firm with offices in Springfield, Massachusetts. William Andrew Keen is also registered with the state of Virginia as an Investment Advisor Representative. William Andrew Keen has been registered with MML Investors Services, LLC since 2005. In addition to his current role, William Andrew Keen has previously been registered with G. R. Phelps & Co., Inc. William Andrew Keen is licensed to sell securities in California, District of Columbia, Florida, Maryland, North Carolina, Texas, and Virginia. William Andrew Keen holds the Series 1, Series 63, Series 65, Series 22TO and Series 6TO licenses.
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.
Asset allocation programs
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.
Solicitors fees
1
2
VA
01/11/2005 - Present
MML Investors Services, LLC (FAIRFAX VA)
NA
04/13/1976 - 03/01/1996
G. R. PHELPS & CO., INC.
IA
Issued 12/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/23/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 22TO - Direct Participation Programs Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/06/1976
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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