Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Keller, a Certified Financial Planner, has been working in the financial industry for over 20 years. Peter has a strong background in both investment advising and brokerage services. Peter is currently registered as an Investment Advisor Representative in California and Texas. Peter is associated with Pure Financial Advisors, LLC. Peter has a comprehensive understanding of the financial markets and provides personalized financial advice to help individuals and families achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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.
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CA
07/05/2017 - Present
Pure Financial Advisors, LLC (SAN DIEGO CA)
CA
06/04/2007 - 02/09/2012
LPL FINANCIAL LLC (SAN DIEGO CA)
CA
02/25/2005 - 05/12/2006
COMMONWEALTH FINANCIAL NETWORK (LA JOLLA CA)
SC
05/27/1999 - 02/23/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
09/02/1997 - 06/10/1999
FIRST ALLIED SECURITIES, INC. (SAN DIEGO CA)
CA
02/13/1996 - 08/29/1997
PIM FINANCIAL SERVICES, INC. (SAN MARCOS CA)
TX
01/17/1995 - 02/06/1996
PRINCIPAL FINANCIAL SECURITIES,INC. (DALLAS TX)
SC
10/27/1994 - 02/07/1995
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
MN
10/20/1993 - 07/19/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/20/1993 - 07/19/1994
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 05/17/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/05/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/19/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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