Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Marie Hare is a financial advisor with Avantax Advisory Services. Kelley has been in the financial services industry since November 2012, and has a Series 7 and Series 66 license. Kelley is also registered with the state of Illinois. Kelley has a strong background in finance and accounting. Kelley provides a variety of financial services to individuals, families, and businesses, including financial planning, investment management, and retirement planning. Kelley is committed to providing her clients with personalized financial advice and guidance. Prior to joining Avantax Advisory Services, Kelley was with 1st Global Capital Corp. Kelley is also a partner at Oakton Building Group, Porte Brown Technology Solutions, LLC, and Porte Brown Wealth Management LLC. Kelley has a strong commitment to her community and is active in a number of charitable organizations.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
IL
10/25/2019 - Present
Avantax Advisory Services (ELK GROVE VILLAGE IL)
IL
11/20/2012 - 10/25/2019
1ST GLOBAL CAPITAL CORP. (ELK GROVE VILLAGE IL)
BOTH
Issued 05/04/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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