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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Ann Kelleher is an Investment Advisor Representative with B&C Financial Advisors. Kellie has been in the industry since 2014. Kellie is registered with the state of Florida. She has a Series 65 license. She is also a registered Investment Advisor in the state of Florida. Kellie specializes in providing financial planning and portfolio management services to high-net-worth individuals, businesses, and charitable organizations. She has experience working with a wide range of clients, including individuals, families, businesses, and trusts. Kellie is committed to providing her clients with personalized financial advice that meets their unique needs.
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.
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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FL
05/01/2024 - Present
B&C Financial Advisors (PONTE VEDRA BEACH FL)
IA
Issued 03/29/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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