Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Marie Burger is an Investment Advisor Representative with Weatherly Asset Management. Kelli is registered with the state of California. Kelli has been in the industry for 8 years and has a Series 65 license. Kelli's firm specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kelli's firm manages assets for a range of clients, including high-net-worth individuals, pension and profit-sharing plans, and charitable organizations.
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.
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.
A percentage of assets under advisement
1
2
CA
05/21/2012 - Present
Weatherly Asset Management (DEL MAR CA)
IA
Issued 05/19/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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