Invested Better
Publication of Financial Periodicals Advisors
50,030 Results
Unclaimed

Goldman Sachs & Co. LLC

location

NEW YORK, NY

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Keegan Elizabeth Dashner is a registered representative with Goldman Sachs & Co. LLC. Keegan has been in the industry since 2019 and is licensed to provide investment advice in all 50 states. Keegan specializes in providing investment advice to individuals, corporations, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Vanguard Advisers, Inc.

location

Plano, TX

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Keegan Justice is a financial advisor with over 10 years of experience in the industry. Keegan is currently registered as a broker-dealer and investment advisor representative with Vanguard Advisers, Inc. Keegan has passed the Series 7TO, Series 63, and Series 66 exams, and specializes in providing financial planning, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. Prior to joining Vanguard Advisers, Inc., Keegan was a financial advisor with TD Ameritrade, Inc. and worked in various other fields.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

WAYZATA, MN

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Keeley Jo Christoff is a financial advisor with over 8 years of experience in the financial services industry. Keeley has been with RBC Capital Markets, LLC since 2014, and is currently registered with the firm in Minnesota and Texas. Keeley holds a Series 4, 7 and 66 licenses, and is also a Registered Options Principal. Keeley's primary office is located in Wayzata, Minnesota. Keeley has a wide range of experience working with individuals, families, businesses, and institutions, including those with high net worth.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Keely Bottcher is an Investment Advisor Representative associated with Fisher Investments, a firm with a history of providing investment advice to a wide range of clients, from high-net-worth individuals to charitable organizations and pooled investment vehicles. Keely is currently registered with the state of Texas and Washington. Her primary focus is on providing comprehensive financial planning and portfolio management services to clients. Keely's previous experience includes working at Fidelity Brokerage Services LLC in Jacksonville, Florida. Keely holds the Series 63, 66, 7 and 9 licenses, and has demonstrated a commitment to staying current with industry regulations and best practices.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Fisher Investments

location

PLANO, TX

0 Disclosures

ADVISOR BIO

Keely Renae Suratt is an Investment Advisor Representative associated with Fisher Investments. Keely is registered to provide investment advisory services in Texas and Washington. Keely has been in the industry since February 2018 and has a Series 65 license. Keely has experience in a variety of industries, including food service, education, and financial services.

SPECIALIZATIONS

Financial Planning Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO ASSESSMENT
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Goldman Sachs & Co. LLC

location

ATLANTA, GA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Keena Classen McKillop is a registered representative with Goldman Sachs & Co. LLC in Atlanta, GA. She is a Series 7 and SIE licensed professional with over 4 years of experience in the financial services industry. Previously, Keena worked at J.P. Morgan Securities LLC in New York, NY. Keena specializes in a variety of investment products and services, including equities, fixed income, mutual funds, and exchange-traded funds. She is committed to providing her clients with personalized financial advice and investment strategies tailored to their individual needs and goals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Eaton Vance Management

location

BOSTON, MA

experience

4 Years Experience

0 Disclosures

ADVISOR BIO

Keenan Dwyer is a Registered Representative with Eaton Vance Management, a Boston-based investment advisory firm. Keenan has been in the financial services industry since April 12, 2021. Keenan is registered in Massachusetts, Delaware, Maryland, Pennsylvania and is also registered as an Investment Advisor Representative in Massachusetts. Keenan has passed the Series 7TO, Series 66, and SIE exams. Prior to joining Eaton Vance Management, Keenan worked at LPL Financial LLC and Waddell & Reed.

SPECIALIZATIONS

Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Ballentine Partners | CFP ® (Certifications)

location

Waltham, MA

0 Disclosures

ADVISOR BIO

Keenan Brent Henriques is an investment advisor representative with Ballentine Partners. Keenan has been in the industry since 2015. Keenan has been registered with Ballentine Partners since 2019. Keenan's previous experience includes positions at Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC. Keenan is a Certified Financial Planner and holds the following licenses and certifications: Series 7, Series 63, Series 66, and SIE. Keenan specializes in providing financial planning services to individuals and families, as well as portfolio management for individuals and pooled investment vehicles. Keenan is also qualified to advise charitable organizations and high-net-worth individuals.

SPECIALIZATIONS

Financial Planning Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Keenan Simnotta Graham is an investment advisor representative associated with Vanguard Advisers, Inc. Keenan is registered with both the Securities and Exchange Commission (SEC) and the state of Arizona. Keenan has been in the industry for over 8 years and has a broad range of experience in the financial services industry.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Vanguard Advisers, Inc.

location

SCOTTSDALE, AZ

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Keenan Kreis Sochor is a financial advisor with Vanguard Advisers, Inc. Keenan has been in the industry since July 2017. Keenan is registered with the state of Arizona, Michigan, and Texas, in addition to being registered with FINRA. Keenan holds the Series 63, Series 66, Series 7, and SIE securities licenses. Keenan is licensed to offer investment advice and portfolio management for individuals and businesses. Keenan's experience includes financial planning, portfolio management, and selection of other advisors.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles

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