Invested Better
Unclaimed

Unclaimed

Unclaimed

Harry Eric Keller

Cetera Investment Advisers LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Harry? Claim Your Profile

About Harry Eric Keller

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.

Firm Information

Harry Keller is currently registered with Cetera Investment Advisers LLC. Cetera Investment Advisers LLC is a large financial advisory firm with over 6,600 registered representatives and investment advisor representatives. Headquartered in Schaumburg, Illinois, Cetera provides a wide range of financial services, including financial planning, portfolio management, and pension consulting. The firm manages over $104 billion in assets and serves a diverse client base, including individuals, businesses, charitable organizations, and pension plans.
Cetera Investment Advisers LLC

1495 ALAN WOOD RD STE 100

CONSHOHOCKEN, PA 19428

$104.47B

Assets Under Management

16,618

Total Clients

7,280

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Harry Keller’s Registration & Firm History

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.

Not sure if Harry Eric Keller is right for you?

Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Harry Eric Keller. Review regulatory record here.
Not sure if Harry Eric Keller is right for you?