Unclaimed
Kelli Gargasz is a financial advisor with Stratos Wealth Partners, Ltd. Kelli has been working in the financial industry since May 2005. Kelli has Series 6, 7, 63, and 66 securities licenses. Kelli is licensed to sell securities in Louisiana, North Carolina, Ohio, and Texas. Kelli has a broad range of experience, including investment advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers. Kelli also provides portfolio management services for businesses and individuals.
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.
Percentage of assets under management with third party managers
1
2
OH
03/08/2017 - Present
Stratos Wealth Partners, Ltd. (LEWIS CENTER OH)
OH
04/22/2015 - 12/14/2016
MORGAN STANLEY (DUBLIN OH)
OH
07/09/2001 - 08/31/2011
FIFTH THIRD SECURITIES, INC. (COLUMBUS OH)
BOTH
Issued 05/01/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/13/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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