Kari Keane, financial advisor Wayne PA
93 score

Kari Keane

CRD Number: 1918522
Current Firm: Charles Schwab & Company, Inc.

Kari Keane (CRD# 1918522) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Wayne, PA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab Company, & Inc. Wayne, PA Jul 2015 - Current 1
Charles Schwab Bank Wayne, PA Jul 2015 - Current 1
Pershing LLC King Of Prussia, PA Oct 2013 - Jun 2015 1
Lockwood Advisors, Inc. King Of Prussia, PA Oct 2013 - Jun 2015 1
Pnc Investments Wayne, PA Feb 2012 - Oct 2013 1
Edward Jones Springfield, PA Jan 2009 - Feb 2012 3
Edward Jones Abita Springs, LA Feb 2005 - Jan 2009 3
Northwestern Mutual Investment Services, LLC Fairfield, NJ Jul 2004 - Jan 2009 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1989
S66 NASAA Uniform Combined State Law Examination Mar 2009
Contact Info for Kari O. Keane
Phone Number: 415-667-7000
Firm Website: https://www.schwab.com
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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