Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Elan? Claim Your ProfileElan Marcia Keeler is a registered representative with Raymond James & Associates, Inc. with over 23 years of experience in the financial services industry. Elan has previously worked at WELLS FARGO ADVISORS, LLC, SUNTRUST INVESTMENT SERVICES, INC., PROTECTED INVESTORS OF AMERICA and CITICORP INVESTMENT SERVICES. Elan is licensed to provide financial advice in Georgia.
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.
Please see note in schedule d - miscellaneous
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
GA
09/26/2014 - Present
Raymond James & Associates, Inc. (ALPHARETTA GA)
GA
08/29/2005 - 09/29/2014
WELLS FARGO ADVISORS, LLC (ALPHARETTA GA)
GA
01/07/2005 - 09/01/2005
SUNTRUST INVESTMENT SERVICES, INC. (ATLANTA GA)
CA
02/05/2004 - 02/14/2005
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
CA
02/22/1999 - 12/31/2001
PROTECTED INVESTORS OF AMERICA (SAN FRANCISCO CA)
NY
05/17/1994 - 03/10/1997
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 11/21/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/25/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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