Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Jo Stirna is a financial advisor at Truist Advisory Services, Inc. Kelli has been in the financial industry since 2015. Kelli is registered as a Registered Representative and Investment Advisor Representative in the state of Florida and is also registered as a Registered Representative in the state of Georgia. Kelli's primary office location is in Tampa, Florida. Kelli's previous employment includes BB&T Securities, LLC. Kelli has experience in various investment products, including securities, variable contracts, and mutual funds. Kelli also has experience in financial planning, portfolio management for businesses and individuals, and selection of other advisors.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
FL
11/07/2016 - Present
Truist Advisory Services, Inc. (TAMPA FL)
VA
12/09/2019 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
IA
Issued 11/02/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/30/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/2021
Series 24 - General Securities Principal Examination
BC
Issued 09/06/2017
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 03/12/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/02/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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