Unclaimed
Harry Keller is a financial advisor with over 40 years of experience in the industry. He has been a registered representative since 1982 and is currently registered with Cetera Investment Advisers LLC. Harry is a Certified Financial Planner and a Chartered Financial Consultant. Harry has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Harry is committed to 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.
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.
A percentage of the total value of assets under management is charged.
1
2
PA
06/29/2023 - Present
Cetera Investment Advisers LLC (CONSHOHOCKEN PA)
PA
01/01/2004 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (CONSHOHOCKEN PA)
IA
04/27/2000 - 01/01/2004
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
CO
03/31/1995 - 04/27/2000
UNITED SECURITIES ALLIANCE, INC. (GREENWOOD VILLAGE CO)
AZ
06/15/1994 - 03/31/1995
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
GA
10/07/1983 - 06/13/1994
PFS INVESTMENTS INC. (DULUTH GA)
NA
08/26/1982 - 05/20/1985
PENN MUTUAL EQUITY SERVICES, INC.
BC
Issued 10/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 2/22/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 8/14/2006
Series 24 - General Securities Principal Examination
BC
Issued 11/21/1985
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/21/1982
Series 7 - General Securities Representative Examination
BC
Issued 10/7/1980
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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