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MK

Michael T. Keller

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CRD#: 813809
MK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Terrance Keller, who also goes by Mike Keller, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1975. Michael had worked at 18 firms and has passed the Series 63, Series 7TO, Series 52TO, Series 99TO, SIE, Series 24, Series 27, Series 53, F04 and Series 00 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Mike Keller

Other business activities


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.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

March 9, 2016 - September 14, 2020

FSIC

BD
CRD#: 37813
BOCA RATON, FL
Past

November 18, 2015 - December 5, 2022

VORPAHL WING SECURITIES INC.

BD
CRD#: 47548
SPOKANE, WA
Past

March 9, 2009 - November 6, 2013

SELKIRK INVESTMENTS, INC.

BD
CRD#: 13854
SPOKANE, WA
Past

July 13, 2006 - December 6, 2006

WINGED KEEL SECURITIES, LLC

BD
CRD#: 131135
NEW YORK, NY
Past

February 29, 2000 - March 12, 2007

M HOLDINGS SECURITIES, INC.

BD
CRD#: 43285
LOS ANGELES, CA
Past

December 1, 1998 - July 27, 1999

MCADAMS WRIGHT RAGEN, INC.

BD
CRD#: 45899
SEATTLE, WA
Past

November 9, 1998 - May 4, 1999

CAPITAL ONE INVESTING, LLC

BD
CRD#: 45744
MCLEAN, VA
Past

November 20, 1997 - October 13, 1998

MACQUARIE CAPITAL MARKETS NORTH AMERICA LTD.

BD
CRD#: 38108
TORONTO, ONTARIO,
Past

June 19, 1996 - January 1, 1999

DAUGHERTY, COLE INC.

BD
CRD#: 1587
WILSONVILLE, OR
Past

August 25, 1993 - June 21, 1994

SEAFIRST INVESTMENT SERVICES, INC.

BD
CRD#: 17411
SEATTLE, WA
Past

July 29, 1987 - August 24, 1993

WAMU INVESTMENTS, INC.

BD
CRD#: 599
IRVINE, CA
Past

January 20, 1986 - July 1, 1987

WEATHERLY SECURITIES CORPORATION

BD
CRD#: 11081
Past

September 18, 1985 - January 14, 1986

R.W. SMITH & ASSOCIATES, LLC

BD
CRD#: 16605
Past

January 23, 1985 - June 21, 1985

PFG SECURITIES, INC.

BD
CRD#: 15401
Past

September 5, 1984 - October 15, 1984

SYNDEX SECURITIES CORPORATION

BD
CRD#: 15099
Past

December 2, 1983 - May 4, 1984

WINDSOR CAPITAL INCORPORATED

BD
CRD#: 13444
Past

March 6, 1980 - March 8, 1983

ENI CORPORATION

BD
CRD#: 5693
Past

October 21, 1975 - October 23, 1980

INTERPACIFIC INVESTORS SERVICES, INC.

BD
CRD#: 4879

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 10/19/1981
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
F04
Date: 10/14/1975
Financial Principal Examination
Principal/Supervisory Exam
RR
Series 00
Date: 10/14/1975
General Securities Principal Examination

Current Firm


FS
FSIC
AFG FINANCIAL | STREETER MOORE AND STIPE | STONEBRIDGE CAPITAL MANAGEMENT | SECURITIES, INC | SCS SYSTEMS | ROBERT W. SCHWARZ | PROFESSIONAL BENEFIT SERVICES, INC. | PLANNING RESOURCES CORPORATION - A FINANCIAL SERVICES COMPANY | O'CONNELL & ATAROD | LEMME INVESTMENT GROUP | KIRKLAND FINANCIAL ADVISORS | HARBOR FINANCIAL ADVISORS | GREG MEINHARDT | GEORGE W. HOOK III FINANCIAL | FSIC - MATRIX WEALTH MANAGEMENT | FSIC | FINANCIAL SERVICES INTERNATIONAL CORP. | EJS WEALTH MANAGEMENT | EDWIN LANE | CHRYSLER ASSET MANAGEMENT, LLC | CANDY J LEE FINANCIAL PLANNING & MONEY MGMT | BRAD WEBER | BENICO LTD | ASSURED CONCEPT GROUP

CRD#: 37813 / SEC#: 801-64354, 8-48032

BD
Terminated by SEC on 12/08/2020
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Contact information


Main Address
5000 T-rex Ave Suite 300, Boca Raton, FL 33431
Mailing Address
Phone number
Established
Washington since 12/15/1994
Firm type
Corporation
Fiscal year end
June
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

FSIC ANNUAL 2019 ADV UPDATE (9/20/2019)

Direct owners and executive officers


NamePositionCRD#
UNITED ATLANTIC CAPITALOWNER
ANDRESEN, HENRIK KURTCCO - BD2756324
ANDRESEN, HENRIK KURTCCO - RIA2756324
PENSKE, MARK HULBERTCEO/PRESIDENT4450959
ROMERO, MONIQUE VICTORIAFINOP6712654

Disclosures


Regulatory Event2

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


FSIC

CRD#: 37813

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