Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kalita? Claim Your ProfileKalita Blessing is a financial advisor with Mercer Global Advisors Inc. Kalita has been in the financial industry since 1993. Kalita has a Series 63, Series 65, Series 7 and Series 31 license. Kalita is also a Certified Financial Planner. Kalita previously worked at RAYMOND JAMES FINANCIAL SERVICES, INC. and Quest Capital Management Inc. Kalita provides financial planning, portfolio management, educational seminars, selection of other advisors and trust services. Kalita is registered to provide investment advisory services in Florida, Louisiana and Texas.
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.
Trust services, estate planning, tax return preparation, consultation
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
CO
11/23/2021 - Present
Mercer Global Advisors Inc. (DENVER CO)
TX
09/01/1993 - 04/08/2021
RAYMOND JAMES FINANCIAL SERVICES, INC. (DALLAS TX)
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 08/31/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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