Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Czynszak is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Kelli has been in the industry since 2002 and holds the Series 66, Series 7, and SIE exams. Kelli has held previous roles at MORGAN STANLEY SMITH BARNEY, WELLS FARGO ADVISORS, LLC, AMERITAS INVESTMENT CORP., THE ADVISORS GROUP, INC., and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Kelli is registered to provide investment advice in 43 states. Kelli also owns Precision Pool Plumbing LLC and is an officer at Hansen Hideaway, Inc.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
05/30/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (DELAND FL)
FL
12/15/2011 - 05/10/2012
MORGAN STANLEY SMITH BARNEY (WINTER PARK FL)
FL
12/08/2009 - 10/24/2011
WELLS FARGO ADVISORS, LLC (DAYTONA BEACH FL)
FL
10/31/2003 - 07/24/2009
AMERITAS INVESTMENT CORP. (ORMOND BEACH FL)
MD
01/28/2003 - 10/31/2003
THE ADVISORS GROUP, INC. (BETHESDA MD)
NY
11/21/2001 - 12/10/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 02/12/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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