Patricia Ann Risso Keller
Professional Summary
Patricia Ann Risso Keller, who also goes by Patricia Ann Keller, Patricia Ann Risso, is a registered financial advisor currently at ALLIANCE-ONE INVESTMENTS, LLC located in Tulsa, Oklahoma. Patricia is registered as a RR (Registered Representative) and started their career in finance in 2001. Patricia has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patricia Ann Keller, Patricia Ann Risso
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
25 years in the financial services industry
Current & Past Employments
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Current Firm
ALLIANCE-ONE INVESTMENTS, LLC
Contact Information
Main Address
4000 N Mingo Rd, Tulsa, OK 74116Mailing Address
4000 N Mingo Rd, Tulsa, OK 74116Phone Number
(918) 281-1820Established
Delaware since 10/20/2016Firm Type
Limited Liability CompanyFiscal Year End
MarchFirm Size
MediumDocuments
Direct owners and executive officers
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patricia Ann Risso Keller's CRS (Customer Relationship Summary).
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