Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lorne? Claim Your ProfileLorne Steven Keller is a financial advisor at Morgan Stanley. Lorne has been working in the financial services industry since 1997. Lorne holds the Series 3, 7, 63, and 66 licenses, as well as the SIE exam. Lorne has worked for several firms in the past, including J.P. Morgan Securities LLC, Global Hunter Securities, LLC, MF Global Inc., BTIG, LLC, Jefferies High Yield Trading, LLC, Jefferies & Company, Inc., Susquehanna Capital Group, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/15/2020 - Present
Morgan Stanley (New York NY)
NY
09/28/2012 - 05/17/2013
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
11/16/2011 - 10/01/2012
GLOBAL HUNTER SECURITIES, LLC (NEW YORK NY)
NY
10/17/2011 - 12/01/2011
MF GLOBAL INC. (NEW YORK NY)
NY
06/17/2010 - 09/30/2011
BTIG, LLC (NEW YORK NY)
NJ
03/29/2007 - 03/13/2008
JEFFERIES HIGH YIELD TRADING, LLC (SHORT HILLS NJ)
NJ
09/14/2006 - 03/13/2008
JEFFERIES & COMPANY, INC. (SHORT HILLS NJ)
PA
04/19/2002 - 08/14/2006
SUSQUEHANNA CAPITAL GROUP (BALA CYNWYD PA)
NY
09/26/1994 - 09/06/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 06/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/09/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/1994
Series 3 - National Commodity Futures Examination
BC
Issued 09/21/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Lorne Keller is the right advisor for you? Invested Better is here to help.
