Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Eric? Claim Your ProfileEric Charles Keller is a financial professional with over 24 years of experience in the financial services industry. Eric is currently a registered representative with First Command Advisory Services in Fort Worth, Texas, and is also registered as an investment advisor representative. Prior to joining First Command, Eric held positions at other firms, including Farmers Financial Solutions, LLC, Curian Clearing, LLC, Midamerica Financial Services, Inc., GWFS Equities, Inc., Thrivent Investment Management Inc., Chase Investment Services Corp., Banc One Securities Corporation and UBS Financial Services Inc. Eric holds Series 7, 24, 63, and 65 licenses and is a Chartered Financial Consultant.
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.
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
TX
12/15/2015 - Present
First Command Advisory Services (FORT WORTH TX)
TN
07/15/2014 - 12/31/2014
FARMERS FINANCIAL SOLUTIONS, LLC (BRENTWOOD TN)
TN
02/08/2011 - 04/18/2014
CURIAN CLEARING, LLC (FRANKLIN TN)
MO
08/30/2010 - 01/31/2011
MIDAMERICA FINANCIAL SERVICES, INC. (JOPLIN MO)
CO
05/27/2008 - 05/24/2010
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
LA
04/20/2006 - 01/22/2008
THRIVENT INVESTMENT MANAGEMENT INC. (COVINGTON LA)
LA
07/06/2005 - 02/23/2006
CHASE INVESTMENT SERVICES CORP. (NEW ORLEANS LA)
IL
07/27/2004 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
11/10/1998 - 05/10/2004
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IA
Issued 03/11/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2015
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/09/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Eric Keller is the right advisor for you? Invested Better is here to help.
