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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Mary? Claim Your ProfileMary Jean Keller has been a financial advisor since 2008. Mary currently works at Morgan Stanley. She is licensed in 48 states and has a Series 7, Series 63, Series 66, and SIE. Previously Mary has worked at Ameriprise Financial Services, Inc. and Wells Fargo Advisors, LLC.
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
CA
05/10/2019 - Present
Morgan Stanley (San Jose CA)
CA
03/13/2015 - 05/01/2019
AMERIPRISE FINANCIAL SERVICES, INC. (CAMPBELL CA)
CA
06/03/2008 - 03/16/2015
WELLS FARGO ADVISORS, LLC (SAN JOSE CA)
CA
02/13/2008 - 05/30/2008
FOOTHILL SECURITIES, INC. (CAMPBELL CA)
BOTH
Issued 01/29/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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