Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marc? Claim Your ProfileMarc Keller is a financial advisor with over 20 years of experience in the financial services industry. Marc has a deep understanding of the markets and a commitment to providing personalized investment advice to help clients achieve their financial goals. Marc is currently registered with CIBC Private Wealth Advisors, Inc., a leading provider of wealth management services. Marc previously held positions at INVESCO AIM DISTRIBUTORS, INC., AT INVESTOR SERVICES, INC., SANFREY SECURITIES, INC., PAINE WEBBER MITCHELL HUTCHINS INC., and KUHN LOEB & CO. INCORPORATED. Marc holds the Series 7, Series 1, and Series 24 licenses. Marc is committed to providing clients with the highest level of service and helping them build a secure financial future.
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.
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.
Index provider
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
06/12/2021 - Present
Cibc Private Wealth Advisors, Inc. (New York NY)
NY
12/07/2007 - 07/23/2009
INVESCO AIM DISTRIBUTORS, INC. (NEW YORK NY)
NY
03/15/2000 - 12/07/2007
AT INVESTOR SERVICES, INC. (NEW YORK NY)
NA
06/23/1987 - 07/06/1998
SANFREY SECURITIES, INC.
NA
02/08/1978 - 01/31/1980
PAINE WEBBER MITCHELL HUTCHINS INC.
NA
08/01/1968 - 02/05/1978
KUHN LOEB & CO. INCORPORATED
BC
Issued 04/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/27/1987
Series 24 - General Securities Principal Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
BC
Issued 07/26/1968
Series 1 - Registered Representative Examination
Active
Inactive
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