Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelli? Claim Your ProfileKelli Armstrong is a financial advisor at Kestra Private Wealth Services, LLC. Kelli is a registered representative with the firm and has been in the industry since January 1, 2016. Kelli holds a Series 66 and Series 7 license, and specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Kelli also has experience in providing portfolio management for businesses, and selection of other advisors. Prior to joining Kestra Private Wealth Services, LLC, Kelli was a financial advisor at Morgan Stanley. Kelli has a passion for helping clients achieve their financial goals.
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.
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.
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2
PA
11/08/2023 - Present
Kestra Private Wealth Services, LLC (Sewickley PA)
PA
06/03/2021 - 11/22/2023
MORGAN STANLEY (Pittsburgh PA)
PA
08/29/2019 - 06/11/2021
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
PA
08/30/2016 - 06/17/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
05/05/2016 - 07/28/2016
WOODBURY FINANCIAL SERVICES, INC. (IRWIN PA)
PA
09/01/2015 - 04/15/2016
PNC INVESTMENTS (PITTSBURGH PA)
BOTH
Issued 03/07/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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