Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kellie? Claim Your ProfileKellie Irene Ettlin is a financial advisor at Raymond James Financial Services Advisors, Inc. Kellie has been in the financial services industry since 2019. Kellie has a Series 66, Series 7TO, and SIE license and is registered in 42 states. Kellie specializes in providing financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses. Kellie also provides hourly and fixed-rate consultations. Kellie is a partner in Owens Estate & Wealth Strategies Group, a rental real estate firm, and the Chief Financial Officer of Sierra Foothill Asset Management, Inc.
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
CA
06/05/2020 - Present
Raymond James Financial Services Advisors, Inc. (GRASS VALLEY CA)
BOTH
Issued 03/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/22/2019
Series 7TO - General Securities Representative Examination
BC
Issued 11/02/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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