Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Keller is a financial advisor at LPL Financial LLC. Robert has been in the industry for 10 years. Robert has experience with a wide range of financial services, including financial planning, portfolio management for businesses and individuals, and pension consulting. Robert is registered in 11 states, including Maryland, Texas, California, Florida, Georgia, Massachusetts, New York and Virginia. Robert is also registered as an Investment Advisor Representative (IAR). Robert has a strong commitment to providing his clients with personalized financial advice and guidance to help them 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.
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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2
MD
02/07/2024 - Present
LPL Financial LLC (Bethesda MD)
MD
01/07/2019 - 02/16/2024
EDWARD JONES (BETHESDA MD)
MD
12/18/2017 - 01/15/2019
WELLS FARGO CLEARING SERVICES, LLC (BETHESDA MD)
MD
08/19/2011 - 09/30/2011
NYLIFE SECURITIES LLC (TIMONIUM MD)
MD
11/02/2009 - 01/14/2010
WADDELL & REED, INC. (OWINGS MILL MD)
MD
02/18/2008 - 09/11/2008
WOODBURY FINANCIAL SERVICES, INC. (BURTONSVILLE MD)
MD
01/13/2006 - 03/30/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ROCKVILLE MD)
NY
06/21/2005 - 01/05/2006
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/11/2005
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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