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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Frederick is a financial advisor with Cetera Investment Advisers LLC. Kelli has been in the financial services industry since 2001 and has a wide range of experience in helping individuals and families achieve their financial goals. Kelli provides financial planning, portfolio management, and pension consulting services.
PRAIRIEVILLE, LA
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
LA
07/31/2023 - Present
Cetera Investment Advisers LLC (PRAIRIEVILLE LA)
LA
08/10/2022 - 11/17/2022
CETERA INVESTMENT SERVICES LLC (DENHAM SPRINGS LA)
LA
12/13/2012 - 08/10/2022
HANCOCK WHITNEY INVESTMENT SERVICES INC. (DENHAM SPRINGS LA)
LA
11/04/2003 - 11/29/2012
HANCOCK INVESTMENT SERVICES, INC. (BATON ROUGE LA)
LA
01/10/2003 - 11/03/2003
FINANCIAL DESIGN, INC. (BATON ROUGE LA)
FL
06/13/2002 - 01/07/2003
RAYMOND JAMES FINANCIAL SERVICES, INC. (ST. PETERSBURG FL)
LA
01/30/2001 - 06/07/2002
FINANCIAL DESIGN, INC. (BATON ROUGE LA)
BC
Issued 7/24/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 3/5/2020
Series 24 - General Securities Principal Examination
BC
Issued 6/6/2023
Series 82TO - Limited Representative-Private Securities Offerings
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/7/2001
Series 7 - General Securities Representative Examination
BC
Issued 1/29/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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