Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ann Corah is a financial advisor with Raymond James Financial Services Advisors, Inc. in Hillsboro, Oregon. Kelly has been in the financial industry since 1992 and has extensive experience in providing financial services to individuals, businesses, and institutions. Kelly is a licensed investment advisor representative and a registered representative with FINRA and the state of Oregon. Kelly holds a Series 7, Series 6, Series 63, and Series 24 licenses and has completed the SIE exam. Kelly has also worked as a Director for Addison Avenue Financial Partners LLC and President of First Tech Credit Union. Kelly is committed to providing her clients with personalized financial advice and services that meet their individual 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.
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
OR
01/30/2012 - Present
Raymond James Financial Services Advisors, Inc. (HILLSBORO OR)
OR
12/03/1999 - 01/23/2012
CUSO FINANCIAL SERVICES, L.P. (BEAVERTON OR)
CA
02/24/1992 - 11/26/1999
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 11/18/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1997
Series 7 - General Securities Representative Examination
BC
Issued 02/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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