Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Marny? Claim Your ProfileMarny Keller is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., with over 20 years of experience in the financial industry. Marny is registered with the Financial Industry Regulatory Authority (FINRA) and has held numerous licenses and registrations throughout their career. Marny has worked with a variety of firms, including Bank of America, Wachovia Securities, LLC, and First Union Brokerage Services, Inc. Marny currently holds Series 6, 7, 63, and 66 licenses, as well as SIE certification. Marny provides investment advice to individuals, high-net-worth individuals, corporations, and other institutions. Their specialties include asset allocation modeling, performance measurement reports, investment policy statements, and research reports and services.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NJ
10/12/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (EGG HARBOR TOWNSHIP NJ)
NJ
10/23/2009 - 07/21/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (EGG HARBOR TOWNSHIP NJ)
NJ
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (ENGLISHTOWN NJ)
NY
05/06/2004 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
MO
10/01/2000 - 02/17/2004
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NC
06/27/2000 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 08/13/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/29/2010
Series 7 - General Securities Representative Examination
BC
Issued 06/26/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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