John Keeney

Partner Private Wealth Management @Security Financial Management, Inc

Orlando, FL, US
EMAILS
j•••@sfmadvisorgroup.com
MOBILE NUMBERS
+14•••••••85

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WORK HISTORY

Feb 2020 — Present

Partner Private Wealth Management @Security Financial Management, Inc

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Winter Park, FL, US

EDUCATION

1983 — 1986

University of Florida - Warrington College of Business

BSBA

SKILLS

Small BusinessAsset ManagementFinancial PlanningWhole LifeFinancial PlannersPortfolio Management401kWealth Management ServicesRetirement PlanningLife InsuranceFinanceIrasHealth InsuranceAsset Managment403 BInsuranceEmployee BenefitsRetirementStrategic Financial PlanningSeries 7Financial ServicesDisability InsuranceWealth ManagementTerm Life InsuranceInvestmentsInvestment AdvisoryAsset AllocationMutual FundsTactical Asset AllocationSeries 65SecuritiesFixed AnnuitiesEstate Planning401k RolloversUniversal Life

ABOUT JOHN KEENEY

John is a financial advisor and has been serving clients in the Central Florida area since 1986. John attended the University of Florida and obtained a finance degree from the UF Warrington College of Business. He holds the series 7, 65, 63 24, life, health and variable annuity licenses.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC Investment advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Security Financial Management, Inc. and Bluespring Wealth Partners LLC are affiliated with Kestra IS and Kestra AS. Investor Disclosures: site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS nor Kestra AS provides legal or tax advice. For additional information, please contact our Compliance department at 844-5-KESTRA (84••••••72).

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John Keeney — Email, Phone Number & Contact Info | Unifers