Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Roberta? Claim Your ProfileRoberta Keller is an investment advisor representative registered with Alexis Advisors, LLC and has been in the industry since 2013. She has earned her Series 3, 7 and 65 licenses and has experience working with individuals, charitable organizations and high-net-worth individuals. Roberta Keller provides financial planning, educational seminars, and portfolio management 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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VA
05/16/2013 - Present
Alexis Advisors (RICHMOND VA)
VA
06/06/2012 - 10/10/2012
INVESTORS SECURITY COMPANY, INC. (RICHMOND VA)
IA
Issued 02/26/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/11/1993
Series 3 - National Commodity Futures Examination
Active
Inactive
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