Timothy Keller (CRD# 1049745) is an Investment Advisor Representative working at Mml Investors Services, LLC in Amherst, NY and has over 25 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 1604730
Lytle Investments
CRD# 6254146
Equitable Advisors, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Mml Investors Services | Amherst, NY | Feb 2019 - Current | 5 |
Mass Mutual Life Insurance Company | Amherst, NY | Feb 2019 - Current | 5 |
Milestone Financial Strategies | Williamsville, NY | Jul 2018 - Feb 2019 | < 1 |
Eagle Strategies LLC | Williamsville, NY | May 2018 - Feb 2019 | < 1 |
Nylife Securities LLC | Williamsville, NY | Jun 2016 - Feb 2019 | 2 |
New York Life Insurance | Williamsville, NY | Apr 2016 - Feb 2019 | 2 |
Proequities Inc. | Williamsville, NY | May 2014 - Apr 2016 | 1 |
Bankers Life | Williamsville, NY | Dec 2013 - Apr 2016 | 2 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2000 |
S65 | NASAA Investment Advisors Law Examination | Mar 1999 |
- NY
- TX
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Total Assets Under Management72,828MILLIONS
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Total Number of Accounts351,645ACCOUNTS
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Average Account Value$207,106
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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