Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli-ann? Claim Your ProfileKelli-ann Lanino is a financial advisor who has been in the industry since March 7, 2001. Kelli-ann is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since June 2011. Kelli-ann has previously worked at HSBC Securities (USA) Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Kelli-ann has a strong track record of success and is committed to providing her clients with the highest level of service.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
NY
06/14/2021 - Present
Raymond James Financial Services Advisors, Inc. (RIVERHEAD NY)
NY
10/05/2010 - 06/03/2011
HSBC SECURITIES (USA) INC. (SOUTHAMPTON NY)
NY
12/20/2000 - 07/23/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SOUTHAMPTON NY)
BOTH
Issued 02/13/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/21/2015
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/16/2012
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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