Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brooke? Claim Your ProfileBrooke Boone Kelly is a financial advisor with Weatherly Asset Management. Brooke has been in the industry since 2014 and has extensive experience in financial planning, pension consulting, and portfolio management for individuals and businesses. Brooke is a Certified Financial Planner™ and holds the Series 65 license. Brooke is committed to providing clients with personalized advice and guidance to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
A percentage of assets under advisement
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2
CA
12/16/2016 - Present
Weatherly Asset Management (DEL MAR CA)
IA
Issued 12/16/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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