Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Charlene? Claim Your ProfileCharlene Elizabeth Keller is a financial advisor with Stifel, Nicolaus & Company, Inc., located in PHOENIX, AZ. Charlene has been in the financial services industry since September 7, 2000, and is registered with the Financial Industry Regulatory Authority (FINRA) and is a registered investment advisor in 52 states. Charlene provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Charlene has been registered with Stifel, Nicolaus & Company, Inc., since April 2, 2024, and has previous experience with ROBERT W. BAIRD & CO. INCORPORATED, PFS INVESTMENTS INC., and CHARLES SCHWAB & CO., INC..
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
AZ
04/02/2024 - Present
Stifel, Nicolaus & Company, Inc. (PHOENIX AZ)
AZ
03/15/2022 - 05/06/2022
ROBERT W. BAIRD & CO. INCORPORATED (SCOTTSDALE AZ)
NY
01/27/2022 - 03/16/2022
PFS INVESTMENTS INC. (HARTSDALE NY)
AZ
11/25/1996 - 03/10/2020
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 11/25/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/25/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1996
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Charlene Keller is the right advisor for you? Invested Better is here to help.
