Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Colin? Claim Your ProfileColin Christy Kelty is a financial advisor with Cetera Investment Advisers LLC. Colin has been in the financial services industry since 2010 and holds the Series 66, Series 7 and SIE licenses. Colin is registered to provide investment advice in 23 states and the District of Columbia. Colin is a licensed agent and investment advisor representative. Colin is also a principal of AFIN RISK MANAGEMENT LLC & AFIN TAX AND ACCOUNTING LLC, a 25% owner and managing principle of RSCK HOLDINGS LLC, and a 35% owner and principle of AFIN TAX & CONSULTING INC.
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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IL
03/10/2022 - Present
Cetera Investment Advisers LLC (OAKBROOK IL)
IL
11/02/2010 - 12/16/2011
VISION INVESTMENT SERVICES, INC. (LINCOLNWOOD IL)
BOTH
Issued 11/29/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/1/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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