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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Desiree? Claim Your ProfileDesiree Kelley is a financial advisor with Raymond James Financial Services Advisors, Inc. Desiree is registered with the state of Louisiana and has been in the industry since 2007. She has a Series 6, 7, and 63 license, as well as the Series 65. Desiree is also a Certified Financial Planner. Desiree has worked for Lincoln Investment and Great American Advisors, Inc. in the past. Desiree is located in Metairie, LA and has offices with Raymond James Financial Services Advisors, Inc. in Metairie, LA.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
LA
02/08/2017 - Present
Raymond James Financial Services Advisors, Inc. (METAIRIE LA)
LA
08/02/2010 - 12/31/2016
LINCOLN INVESTMENT (LUTCHER LA)
LA
08/06/2007 - 08/02/2010
GREAT AMERICAN ADVISORS, INC. (LUTCHER LA)
BC
Issued 01/28/2015
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 02/22/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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