Unclaimed
Christopher Kellett is an Investment Advisor Representative at Cetera Investment Advisers LLC. Christopher has been in the securities industry since May 2003. Christopher holds Series 6, 7, 63 and 65 licenses and is registered in 17 states. Christopher also has an active advisory registration in Minnesota. Prior to joining Cetera Investment Advisers LLC, Christopher was an advisor at Wells Fargo Advisors Financial Network, LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Christopher provides financial planning, portfolio management, and pension consulting services to a wide range of clients.
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.
1
2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (Minnetonka MN)
MN
02/21/2018 - 01/30/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (MINNEAPOLIS MN)
MN
07/08/2004 - 02/22/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMINGTON MN)
KS
02/11/2003 - 04/15/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 08/04/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/06/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2004
Series 7 - General Securities Representative Examination
BC
Issued 01/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Christopher Kellett is the right advisor for you? Invested Better is here to help.