Keith Maguire (CRD# 7807887) is an Investment Advisor Representative working at Mml Investors Services, LLC in Newtown Square, PA and has 1 year of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
Company Name | Location | Dates | Years |
---|---|---|---|
Massmutual Life Insurance Co | Newtown Square, PA | Sep 2023 - Current | < 1 |
Mml Investors Services, LLC | Newtown Square, PA | Sep 2023 - Current | < 1 |
Unemployed | Newtown Square, PA | May 2023 - Sep 2023 | < 1 |
Clemson University | Clemson, SC | Jun 2019 - May 2023 | 3 |
Malvern Prep | Malvern, PA | Sep 2015 - Jun 2019 | 3 |
St. Mary Magdalen | Media, PA | Sep 2013 - Jun 2015 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2024 |
- PA
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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