Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Robertson is a financial professional registered with Cetera Advisor Networks LLC. Kelly has been in the industry since December 31, 2021. Kelly holds the Series 7TO, Series 24, and SIE licenses. Kelly currently works in Colorado Springs, CO. Kelly was previously registered with SECURIAN FINANCIAL SERVICES, INC. in Colorado Springs, CO.
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.
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.
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2
CO
08/10/2023 - Present
Cetera Advisor Networks LLC (Colorado Springs CO)
CO
01/01/2022 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (Colorado Springs CO)
BC
Issued 10/14/2022
Series 24 - General Securities Principal Examination
BC
Issued 12/28/2021
Series 7TO - General Securities Representative Examination
BC
Issued 03/20/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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