Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Keller is a financial advisor based in Amherst, NY. Joshua has been in the industry since 2008 and is currently registered with MML Investors Services, LLC, a firm that provides investment and advisory services to individuals, businesses, and institutions. Joshua has previously worked with MSI Financial Services, Inc., New England Securities, and UBS Financial Services Inc. Joshua's expertise includes a range of investment products and services, including asset allocation programs, financial planning, pension consulting, and educational seminars.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/25/2017 - Present
MML Investors Services, LLC (AMHERST NY)
NY
01/02/2015 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (WILLIAMSVILLE NY)
NY
09/04/2013 - 01/02/2015
NEW ENGLAND SECURITIES (WILLIAMSVILLE NY)
NY
10/28/2010 - 09/11/2013
MML INVESTORS SERVICES, LLC (AMHERST NY)
PA
01/04/2010 - 10/06/2010
METLIFE SECURITIES INC. (PITTSBURGH PA)
PA
04/07/2008 - 10/06/2009
UBS FINANCIAL SERVICES INC. (PITTSBURGH PA)
BOTH
Issued 05/09/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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