Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christine? Claim Your ProfileChristine Kelley is a financial advisor with over 25 years of experience in the financial services industry. She has a Series 7, Series 63, and Series 65 licenses and holds registrations in 16 states, including Wyoming where she is currently registered with Geneos Wealth Management, Inc. She also worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated and Piper Jaffray Inc. earlier in her career. Christine is a Registered Representative and an Investment Advisor Representative. Christine is known for her financial planning and portfolio management services for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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WY
07/13/2017 - Present
Geneos Wealth Management, Inc. (CASPER WY)
WY
04/21/2011 - 06/28/2013
KAISER AND COMPANY (CASPER WY)
WY
05/20/1998 - 04/21/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CASPER WY)
MN
02/07/1995 - 05/20/1998
PIPER JAFFRAY INC. (MINNEAPOLIS MN)
IA
Issued 03/04/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/04/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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