Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly McKay is a financial advisor with Cetera Investment Advisers LLC, working out of the Tukwila, WA office. Kelly has been in the industry since July 2011 and has a strong background in financial planning, portfolio management, and retirement planning. Kelly is also a certified financial planner. She works with individuals, families, and businesses to develop and implement financial plans that meet their specific needs. Kelly's focus is on helping her clients achieve their financial goals, whether it's saving for retirement, planning for college, or protecting their assets.
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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2
WA
06/29/2023 - Present
Cetera Investment Advisers LLC (TUKWILA WA)
WA
05/04/2015 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (TUKWILA WA)
WA
01/03/2012 - 04/17/2015
LPL FINANCIAL LLC (BELLEVUE WA)
WA
05/20/2011 - 11/07/2011
METLIFE SECURITIES INC. (BELLEVUE WA)
BOTH
Issued 8/8/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/19/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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