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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Dean Keller is an Investment Advisor Representative at Delta Investment Management, LLC in Catawba, SC. Kevin has been in the industry since 1992. Kevin is registered with the state of South Carolina as an Investment Advisor Representative. Prior to joining Delta Investment Management, LLC, Kevin was employed with The O.N. Equity Sales Company, Mutual Trust Co. of America Securities, ING Financial Partners, Inc., HORNOR, TOWNSEND & KENT, INC., SOUTHEAST INVESTMENTS, N.C., INC., PACIFIC SELECT DISTRIBUTORS, INC., PLANCO FINANCIAL SERVICES, INC., NYLIFE DISTRIBUTORS INC., JACKSON NATIONAL LIFE DISTRIBUTORS, INC., and NATIONAL PLANNING CORPORATION. Kevin is a Series 6 and Series 63 license holder and has passed the Series 26 Principal exam. Kevin is also a Series 65 licensed Investment Advisor Representative.
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.
A percentage of the total value of assets under management is charged.
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SC
08/12/2021 - Present
Delta Investment Management, LLC (Catawba SC)
OH
09/06/2013 - 01/24/2018
THE O.N. EQUITY SALES COMPANY (CINCINNATI OH)
FL
05/04/2011 - 11/01/2011
MUTUAL TRUST CO. OF AMERICA SECURITIES (ST. PETERSBURG FL)
NC
06/12/2007 - 12/14/2010
ING FINANCIAL PARTNERS, INC. (CHARLOTTE NC)
NC
01/06/2006 - 03/20/2007
HORNOR, TOWNSEND & KENT, INC. (CHARLOTTE NC)
NC
09/21/2005 - 01/03/2006
SOUTHEAST INVESTMENTS, N.C., INC. (CHARLOTTE NC)
CA
12/18/2002 - 12/06/2004
PACIFIC SELECT DISTRIBUTORS, INC. (NEWPORT BEACH CA)
CT
11/19/2002 - 12/06/2002
PLANCO FINANCIAL SERVICES, INC. (HARTFORD CT)
NJ
03/11/2002 - 11/05/2002
NYLIFE DISTRIBUTORS INC. (JERSEY CITY NJ)
TN
05/17/1999 - 05/09/2001
JACKSON NATIONAL LIFE DISTRIBUTORS, INC. (FRANKLIN TN)
CA
09/25/1992 - 05/09/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
IA
Issued 09/24/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/24/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/1993
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/24/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
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