Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Keller has been providing financial advice and products for over 38 years. Timothy is a Registered Representative and Investment Advisor Representative and holds the Series 6, 7, 24, 26, 51, and 63 licenses, and the SIE exam. Timothy is a Chartered Financial Consultant. Timothy is currently employed by MML Investors Services, LLC. Previously, Timothy worked for NYLIFE SECURITIES LLC, PROEQUITIES, INC., MML INVESTORS SERVICES, LLC, METLIFE SECURITIES INC., METROPOLITAN LIFE INSURANCE COMPANY, PARK AVENUE SECURITIES LLC, and PRUCO SECURITIES, LLC. Timothy has experience in all aspects of the financial services industry, including financial planning, investment management, and insurance.
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.
Asset allocation programs
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.
Solicitors fees
1
2
NY
03/05/2019 - Present
MML Investors Services, LLC (AMHERST NY)
NY
06/21/2016 - 02/04/2019
NYLIFE SECURITIES LLC (WILLIAMSVILLE NY)
NY
05/13/2014 - 04/22/2016
PROEQUITIES, INC. (WILLIAMSVILLE NY)
NY
08/02/2010 - 01/13/2014
MML INVESTORS SERVICES, LLC (AMHERST NY)
NY
02/09/2007 - 08/12/2010
METLIFE SECURITIES INC. (WILLIAMSVILLE NY)
NY
02/09/2007 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (WILLIAMSVILLE NY)
PA
11/23/2004 - 02/14/2007
PARK AVENUE SECURITIES LLC (PITTSBURGH PA)
NJ
03/30/1983 - 11/22/2004
PRUCO SECURITIES, LLC. (NEWARK NJ)
BC
Issued 03/27/2000
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/31/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/23/2005
Series 24 - General Securities Principal Examination
BC
Issued 05/06/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/28/1994
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/1999
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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