Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Edward Keenan is a financial advisor registered with Wells Fargo Advisors Financial Network, LLC in Orlando, Florida. He has been in the industry since August 20, 1985, and holds licenses and certifications including Series 3, Series 7, Series 63, and Series 66. William has previous experience with JANNEY MONTGOMERY SCOTT LLC and MORGAN STANLEY DW INC. William provides investment consulting services to institutional clients, financial planning, pension consulting and portfolio management services for individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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
FL
12/10/2009 - Present
Wells Fargo Advisors Financial Network, LLC (ORLANDO FL)
FL
07/25/2003 - 12/18/2009
JANNEY MONTGOMERY SCOTT LLC (ORLANDO FL)
NY
08/21/1985 - 07/30/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/21/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/03/1989
Series 3 - National Commodity Futures Examination
BC
Issued 08/17/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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