Jeremy Keller, financial advisor Las Vegas NV
93 score

Jeremy Keller

CRD Number: 5584098
Current Firm: Ubs Financial Services Inc.

Jeremy Keller (CRD# 5584098) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Las Vegas, NV and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Las Vegas, NV Jun 2009 - Current 7
Waddell & Reed Inc. Las Vegas, NV Mar 2009 - Jun 2009 < 1
Various Insurance Carriers For W&r Insurance Agencies Las Vegas, NV Mar 2009 - Jun 2009 < 1
Merrill Lynch Las Vegas, NV Oct 2008 - Feb 2009 < 1
Merrill Lynch Las Vegas, NV Oct 2008 - Feb 2009 < 1
Nfp Securities, Inc. Las Vegas, NV Sep 2008 - Oct 2008 < 1
Nfp Securities Inc. Las Vegas, NV Sep 2008 - Oct 2008 < 1
Invest Financial Solutions Las Vegas, NV Aug 2008 - Oct 2008 < 1
Invest Las Vegas, NV Jun 2008 - Oct 2008 < 1
Invest Financial Solutions Las Vegas, NV Jun 2008 - Oct 2008 < 1
School Las Vegas, NV Sep 1998 - Aug 2008 9
California State University, Long Beach Long Beach, CA Aug 2003 - Jun 2008 4
California State University Long Beach Long Beach, CA Aug 2003 - Jun 2008 4
Student Las Vegas, NV Aug 1996 - Jun 2008 11
City Of Los Angeles Parks And Recreation Los Angeles, CA Jun 2006 - Aug 2007 1
City Of Los Angeles Parks And Recreation Los Angeles, CA Jun 2005 - Aug 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Jan 2009
Contact Info for Jeremy G. Keller
Phone Number: 201-352-3000
Registered State(s):
  • NV
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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