Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Werner Keller is a financial advisor registered with LPL Financial LLC. Michael Keller has been in the financial industry for 17 years. Michael Keller is located in SPARTA, NJ. Previous firms Michael Keller was registered with include COASTAL EQUITIES, INC., INTERNATIONAL ASSETS ADVISORY, LLC, CETERA ADVISORS LLC, GILFORD SECURITIES INCORPORATED, CITIGROUP GLOBAL MARKETS INC., and UBS FINANCIAL SERVICES INC. Michael Keller's firm LPL Financial LLC has over 1,900,000 accounts, and over $463 Billion in assets under management. LPL Financial LLC is headquartered in Fort Mill, SC.
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.
Consulting and other non-discretionary advisory services
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.
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NJ
01/09/2023 - Present
LPL Financial LLC (WANTAGE NJ)
NJ
01/29/2021 - 01/11/2023
COASTAL EQUITIES, INC. (SPARTA NJ)
NJ
01/04/2021 - 02/01/2021
INTERNATIONAL ASSETS ADVISORY, LLC (SPARTA NJ)
NJ
04/18/2019 - 12/31/2020
INTERNATIONAL ASSETS ADVISORY, LLC (SPARTA NJ)
NY
02/09/2017 - 06/12/2018
CETERA ADVISORS LLC (WARWICK NY)
NY
04/17/2014 - 12/31/2016
CETERA ADVISORS LLC (WARWICK NY)
NJ
05/27/2011 - 05/14/2014
GILFORD SECURITIES INCORPORATED (MORRISTOWN NJ)
NJ
11/16/2006 - 06/07/2011
CITIGROUP GLOBAL MARKETS INC. (MORRISTOWN NJ)
NJ
12/06/2005 - 10/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
BOTH
Issued 02/10/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/23/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/05/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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