Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Christopher? Claim Your ProfileChristopher Kellett has been a registered investment advisor representative since 2003 and has worked for several well-known firms, including Wells Fargo Advisors Financial Network, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Cetera Advisor Networks LLC. Christopher is currently registered as a broker and an investment advisor with Cetera Investment Advisers LLC. Christopher specializes in providing financial planning, pension consulting, and educational seminars to individuals, businesses, and charitable organizations.
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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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 8/4/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/6/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/7/2004
Series 7 - General Securities Representative Examination
BC
Issued 1/24/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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