Claire Keller (CRD# 7371917) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has 1 year of experience in the finance industry.
CRD# 5513725
Margin
CRD# 5495455
Schaefer Financial Management, Inc.
CRD# 3077330
Schwab Private Client Investment Advisory, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fidelity Investments | Greenwood Village, CO | Apr 2021 - Current | 1 |
| Unemployed | Corte Madera, CA | Dec 2020 - Apr 2021 | < 1 |
| Miami University | Oxford, OH | Aug 2016 - Dec 2020 | 4 |
| Asg At Miami University | Oxford, OH | May 2019 - Jun 2020 | 1 |
| Galway Film Fleadh | Galway, | Jun 2018 - Jul 2018 | < 1 |
| The Caprice | Tiburon, CA | Feb 2016 - Jan 2018 | 1 |
| Marin Catholic High School | Kentfield, CA | Aug 2012 - Jun 2016 | 3 |
| Del Mar Middle School | Tiburon, CA | Aug 2011 - Jun 2012 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CO
- TX
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Total Assets Under Management726,706MILLIONS
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Total Number of Accounts1,509,611ACCOUNTS
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Average Account Value$481,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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