Unclaimed
Jason Kelly is a financial professional with over 10 years of experience in the financial services industry. Jason is currently registered with Cetera Investment Advisers LLC and holds Series 7TO, SIE and Series 66 licenses. Jason has experience working with high net worth individuals, individuals other than high net worth, corporations, and pension and profit sharing plans. Jason is dedicated to helping his clients achieve their financial goals through personalized financial plans and investment management. Jason also has experience working with Renaissance Financial Corporation.
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
MO
07/25/2024 - Present
Cetera Investment Advisers LLC (ST. LOUIS MO)
BOTH
Issued 7/11/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 7/31/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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