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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelci? Claim Your ProfileKelci Elise Young is a financial advisor with Cetera Investment Advisers LLC. Kelci has been in the financial industry for over 4 years. Kelci specializes in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Kelci is licensed to provide advisory services in Washington, Oregon, and California. Kelci is also a registered representative with Cetera Investment Services LLC. Kelci holds the Series 63, 65, and 7 licenses. Kelci is committed to providing her clients with the highest level of service and personalized financial advice.
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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WA
07/21/2021 - Present
Cetera Investment Advisers LLC (RENTON WA)
IA
Issued 7/8/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 1/10/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 11/22/2019
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/4/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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