Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Antone? Claim Your ProfileAntone Keller is a financial professional with over 30 years of experience in the industry. Antone is currently registered with Ameriprise Financial Services, LLC in Arizona. Prior to that, Antone was with RAYMOND JAMES FINANCIAL SERVICES, INC. in Arizona and SHEARSON LEHMAN HUTTON INC. in New York. Antone holds various licenses and certifications including Series 65, Series 63, Series 24, Series 53, Series 4, Series 40, Series 52TO, Series 7TO, SIE, and PC. Antone offers a wide range of financial services, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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.
Asset allocation services
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.
1
2
AZ
03/12/2024 - Present
Ameriprise Financial Services, LLC (Gilbert AZ)
AZ
05/29/1990 - 10/06/2023
RAYMOND JAMES FINANCIAL SERVICES, INC. (SCOTTSDALE AZ)
NY
04/11/1988 - 06/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
04/26/1985 - 04/11/1988
E. F. HUTTON & COMPANY INC
NA
01/05/1983 - 05/13/1985
DAIN, BOSWORTH INCORPORATED
NA
11/03/1977 - 03/05/1984
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
05/09/1975 - 12/03/1982
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
NA
10/14/1964 - 06/21/1975
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED
IA
Issued 11/14/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/03/1980
Series 4 - Registered Options Principal Examination
BC
Issued 10/28/1977
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1985
PC - AMEX Put and Call Exam
BC
Issued 10/09/1964
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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