James KekerisCRD Number: 1453262
Current Firm: Moloney Investment Advisory LLC
James Kekeris (CRD# 1453262) is an Investment Advisor Representative working at Moloney Investment Advisory LLC in Manchester, MO and has over 31 years of experience in the finance industry.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
Visionary Wealth Advisors, LLC
|Moloney Securities Asset Management LLC||Manchester, MO||Feb 2016 - Current||1|
|Moloney Investment Advisory LLC||Manchester, MO||Feb 2016 - Current||1|
|Moloney Securities Company, Inc.||St. Louis, MO||Oct 1998 - Current||18|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1986|
|S65||NASAA Investment Advisors Law Examination||Jan 1998|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, KY, MA, MD, ME, MI, MN, MO, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, RI, SC, TN, TX, UT, VA, WA, WI