Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Cox is an Investment Advisor Representative at Keystone Private Wealth, a firm with offices in Palm Desert, California. Kelli has been in the financial services industry for over 10 years and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kelli also works as an owner for CGC Accounts & Advisors in Palm Desert, which is not investment-related. Kelli Cox is registered with the state of California.
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.
Helps you choose top advisors aligned with your financial goals.
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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CA
11/01/2023 - Present
Keystone Private Wealth (PALM DESERT CA)
Active
Inactive
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