Ross KeckCRD Number: 6601111
Current Firm: Fidelity Personal And Workplace Advisors
Ross Keck (CRD# 6601111) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has over 6 years of experience in the finance industry.
Schaefer Financial Management, Inc.
Schwab Private Client Investment Advisory, Inc.
|Fidelity Investments||Greenwood Village, CO||Jul 2021 - Current||< 1|
|Jp Morgan Chase Bank||Greenwood Village, CO||Oct 2019 - Jun 2021||1|
|Jp Morgan Securities LLC||Greenwood Village, CO||Oct 2019 - Jun 2021||1|
|Jpmorgan Securities LLC||Indianapolis, IN||Dec 2015 - Oct 2019||3|
|Jp Morgan Chase Bank||Indianapolis, IN||Dec 2015 - Oct 2019||3|
|Urban Financial Of America||Carmel, IN||Aug 2015 - Nov 2015||< 1|
|Unitedhealth Group||Indianapolis, IN||Mar 2011 - Jul 2015||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 2016|
|S66||NASAA Uniform Combined State Law Examination||Jan 2022|
Total Assets Under Management726,706MILLIONS
Total Number of Accounts1,509,611ACCOUNTS
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
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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