Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelley? Claim Your ProfileKelley Collingwood has been a financial advisor for over 20 years, working with clients in the areas of financial planning, pension consulting, and portfolio management. Kelley currently is registered with Cetera Investment Advisers LLC in Oklahoma and Texas. Previously, Kelley was registered with Franklin/Templeton Distributors, Inc. in California and First Command Financial Planning, Inc. in California. Kelley holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Kelley is also a Certified Financial Planner. Kelley is dedicated to providing her clients with the personalized attention and guidance they need to achieve their financial goals.
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
OK
01/21/2014 - Present
Cetera Investment Advisers LLC (ALTUS OK)
CA
07/03/2006 - 06/01/2007
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)
CA
10/02/2002 - 06/30/2006
FIRST COMMAND FINANCIAL PLANNING, INC. (ALAMEDA CA)
IA
Issued 02/05/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/01/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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