Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Coloret is a financial advisor with Raymond James Financial Services Advisors, Inc. Kelli has been in the financial industry for over 22 years. Kelli is registered with the following states: Alabama, Arizona, Arkansas, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Michigan, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, and Washington. Kelli specializes in financial planning, pension consulting, and portfolio management for individuals 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.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/07/2017 - Present
Raymond James Financial Services Advisors, Inc. (LUTZ FL)
FL
10/09/2003 - 03/23/2016
AMERIPRISE FINANCIAL SERVICES, INC. (TAMPA FL)
MN
10/09/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/07/1997 - 10/13/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
05/07/1997 - 10/13/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/03/1996 - 03/26/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/1996 - 03/26/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 4/26/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/17/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/31/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 8/19/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/8/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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