Unclaimed
Jennifer Keller is a financial professional with experience in the financial services industry. Jennifer has been registered with the Securities and Exchange Commission (SEC) since July 2019 and holds the Series 99TO and SIE exams. Jennifer's most recent employment was with Cetera Advisors LLC and previously with Summit Brokerage Services, Inc. Jennifer is located in San Diego, California.
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.
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.
1
2
CA
07/23/2019 - Present
Cetera Advisors LLC (SAN DIEGO CA)
CA
07/23/2019 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
07/23/2019 - 12/03/2019
SUMMIT BROKERAGE SERVICES, INC. (San Diego CA)
BC
Issued 07/23/2019
Series 99TO - Operations Professional Examination
BC
Issued 06/27/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Jennifer Keller is the right advisor for you? Invested Better is here to help.