Years of Experience
5-20+ Years
NEW YORK, NY
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
Plano, TX
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
WAYZATA, MN
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
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
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
ATLANTA, GA
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
BOSTON, MA
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
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
SCOTTSDALE, AZ
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
SCOTTSDALE, AZ
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