Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Arthur Keeney is a financial professional with over 10 years of experience in the industry. William is currently registered with Equity Services, Inc. and has previously worked for Hornor, Townsend & Kent, LLC and First Command Financial Planning, Inc. William holds Series 6, 7, 63, and 65 licenses and the SIE exam. William specializes in providing financial planning, investment management, and pension consulting services. William is dedicated to helping individuals and families achieve their financial goals.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
10/06/2020 - Present
Equity Services, Inc. (ROANOKE VA)
VA
01/06/2015 - 04/20/2020
HORNOR, TOWNSEND & KENT, LLC (SALEM VA)
VA
05/15/2012 - 12/18/2014
FIRST COMMAND FINANCIAL PLANNING, INC. (CHESTERFIELD VA)
IA
Issued 06/30/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/29/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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