Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Alexander? Claim Your ProfileAlexander Harrison Keller is an investment advisor representative with Corient, a firm that provides financial planning and investment management services. Alexander has over 10 years of experience in the financial services industry. Previously, Alexander worked for Ameriprise Financial Services, Inc., NYLIFE Securities LLC, and Scottrade, Inc. Alexander is a Chartered Financial Analyst and holds Series 63, 65, 7, and SIE licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
% of assets under advisement
1
2
MA
04/18/2024 - Present
Corient (Boston MA)
CA
04/25/2017 - 03/01/2019
AMERIPRISE FINANCIAL SERVICES, INC. (GLENDALE CA)
CA
12/22/2015 - 04/26/2017
NYLIFE SECURITIES LLC (WOODLAND HILLS CA)
CA
03/31/2010 - 12/07/2015
SCOTTRADE, INC. (WOODLAND HILLS CA)
IA
Issued 08/07/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 7 - General Securities Representative Examination
Active
Inactive
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