Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Zane? Claim Your ProfileZane Keller is an Investment Advisor Representative at First Foundation Advisors. Zane has been in the financial services industry since 2014. Zane is registered with the state of California. Zane earned a Series 65 license after passing the Uniform Investment Adviser Law Examination in May 2022. Zane is a Certified Financial Planner and specializes in financial planning, selection of other advisors, portfolio management for individuals and portfolio management for investment companies.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/06/2022 - Present
First Foundation Advisors (IRVINE CA)
IA
Issued 05/05/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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