Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Kelso is a financial advisor who has been in the industry since 2004. He is currently registered with Cambridge Investment Research Advisors, Inc. and is based in KALONA, IA. Brian has a strong track record of providing financial advice to individuals and businesses. He holds a variety of licenses and certifications, including Series 7, 63, 66, 9, 10, 24, 99, and SIE. Brian is committed to providing personalized financial advice to help his clients reach their financial goals. Brian has a strong understanding of the financial markets and a commitment to providing his clients with the highest level of service.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
IA
01/03/2007 - Present
Cambridge Investment Research Advisors, Inc. (KALONA IA)
IA
03/18/2004 - 12/31/2006
RAYMOND JAMES FINANCIAL SERVICES, INC. (CEDAR RAPIDS IA)
BOTH
Issued 01/20/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/29/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/02/2007
Series 24 - General Securities Principal Examination
BC
Issued 07/14/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/24/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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