Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Carrie? Claim Your ProfileCarrie Lynn Kelso is a financial advisor with over 20 years of experience in the industry. Carrie is currently registered with Raymond James & Associates, Inc. and is licensed to sell securities in Indiana. Carrie has a strong background in the financial services industry, having previously worked at McDonald Investments Inc. and Key Investments Inc. Carrie has passed several industry exams, including the Series 7, Series 31, SIE, and Series 63. Carrie is also a Registered Representative and an Investment Advisor Representative.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IN
09/25/2000 - Present
Raymond James & Associates, Inc. (Greenwood IN)
OH
05/14/1999 - 11/29/2000
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
03/12/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
BC
Issued 12/02/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 09/18/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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