Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Andrew Kolstad is a financial advisor who has been in the industry since 2012. Kelly is registered with Cetera Investment Advisers LLC and Paul R. Ried Financial Group, LLC and holds Series 7, 63, and 65 licenses. Kelly is a CERTIFIED FINANCIAL PLANNER™ professional. Kelly provides financial planning and investment advisory services to individuals, families, and businesses. Kelly has experience working with clients of all ages and financial backgrounds. Kelly is committed to providing personalized service and 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.
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.
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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WA
06/29/2023 - Present
Cetera Investment Advisers LLC (BELLEVUE WA)
WA
04/01/2011 - 10/28/2013
D.A. DAVIDSON & CO. (SEATTLE WA)
IA
Issued 7/7/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 5/3/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/31/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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