James
Keller
Roland Financial Wealth Management LLC
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About this Advisor
James Keller is a financial advisor operating out of Erie, Pennsylvania, with 2 years of relevant experience. Keller is an advisor for Roland Financial Wealth Management LLC. The advisor has gained experience at Aig Financial Network, Mission Critical Partners, Bankers Life And Casualty, American United Life, Oneamerica Securities, Inc, Td Ameritrade Investment Management, LLC, Roland Financial Wealth Management LLC, Td Ameritrade, Inc, Sagepoint Financial, Inc, Roland Financial LLC and Ae Wealth Management, LLC. Keller maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to work in Pennsylvania. Roland Financial Wealth Management LLC is a financial advisory company with a branch in Erie, Pennsylvania.
Certifications and Registrations
Years Registered*
Office Location
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James Keller Work History
James has been registered as a financial advisor for 2 years.*
Roland Financial Wealth Management LLC
Roland Financial LLC
Ae Wealth Management, LLC
Td Ameritrade Investment Management, LLC
Td Ameritrade, Inc
Td Ameritrade, Inc
American United Life
Oneamerica Securities, Inc
Sagepoint Financial, Inc
Aig Financial Network
Bankers Life And Casualty
Sagepoint Financial, Inc
Mission Critical Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of James Keller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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