Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Traczek is a financial advisor registered with T. Rowe Price Advisory Services, Inc. Kelly has been in the industry since December 2022 and holds the Series 7TO, Series 66, and SIE licenses. Kelly specializes in financial planning and portfolio management for individuals. Kelly is registered with the state of Colorado and several other states, and can provide advice across a wide range of financial planning and investment 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.
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.
A percentage of the total value of assets under management is charged.
See schedule d
1
2
CO
02/24/2023 - Present
T. Rowe Price Advisory Services, Inc. (COLORADO SPRINGS CO)
BOTH
Issued 02/13/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/09/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/08/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelly Traczek is the right advisor for you? Invested Better is here to help.
