Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Diane Rojas is a registered Investment Advisor Representative with 401k Generation. Kelli has been in the financial industry for over 10 years, and holds the Series 6 and Series 65 licenses. Kelli specializes in retirement planning, 401k and pension plans, and has experience working with individuals, families, and businesses.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Erisa 3 (16) services
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
FL
11/12/2010 - Present
401k Generation (ALTAMONTE SPRINGS, FL)
FL
04/14/2009 - 10/07/2009
LPL FINANCIAL CORPORATION (TAVARES FL)
OH
02/24/2004 - 03/09/2005
NATIONWIDE INVESTMENT SERVICES CORPORATION (COLUMBUS OH)
IA
Issued 06/01/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/13/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Kelli Rojas is the right advisor for you? Invested Better is here to help.
