Unclaimed
David Keller is a financial advisor with over 30 years of experience in the industry. David is registered with Park Avenue Securities LLC and has a broad range of experience, including investment advisory services, financial planning, and education seminars. David is also a Chartered Financial Consultant. David is committed to providing personalized financial advice and helping clients achieve their financial goals.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
CO
07/25/2017 - Present
Park Avenue Securities LLC (GREENWOOD VILLAGE CO)
TX
05/28/2008 - 06/05/2008
D.H. HILL SECURITIES LLP (KINGWOOD TX)
NY
05/28/1991 - 05/03/1999
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
05/05/1988 - 05/24/1991
ALLABASHI & COMPANY, LTD.
NA
09/17/1987 - 05/26/1988
GUARDIAN INVESTOR SERVICES CORPORATION
NA
06/08/1983 - 08/27/1987
PML SECURITIES COMPANY
NA
12/10/1980 - 04/13/1982
CONSOLIDATED INVESTMENT SERVICES, INC.
NA
02/09/1970 - 01/12/1981
PML SECURITIES COMPANY
NA
01/14/1977 - 08/13/1979
PROVIDENT NATIONAL EQUITIES, INC.
NA
12/12/1975 - 01/14/1977
PROVIDENT NATIONAL EQUITIES, INC.
NA
08/27/1973 - 01/14/1977
PLA SECURITIES CORPORATION
IA
Issued 04/29/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/27/1970
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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