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 is a financial advisor with Cetera Investment Advisers LLC. Kelley has been in the industry since 2002. Kelley has a Series 6, 7, 63, and 65 license and has been registered with FINRA since 2007 and the state of Oklahoma since 2007. She also holds the CFP designation. Kelley is a Certified Financial Planner. Kelley has experience working with clients such as corporations or other businesses, high net worth individuals, individuals other than high net worth, and pension and profit-sharing plans.
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.
1
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 2/5/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/5/2007
Series 7 - General Securities Representative Examination
BC
Issued 10/1/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Kelley Collingwood is the right advisor for you? Invested Better is here to help.
