Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Khelghati is a financial professional with over 25 years of experience in the financial services industry. Kelly is registered with Cetera Investment Advisers LLC and currently holds a Series 6 and Series 65 license. Kelly has previously worked with First Allied Securities, Inc., FFP Securities, Inc. and Investment Concepts. Kelly holds the designation of Certified Financial Planner and is a member of the National Association of Personal Financial Advisors.
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
OK
11/12/2020 - Present
Cetera Investment Advisers LLC (OKLAHOMA CITY OK)
OK
05/30/2008 - 09/08/2022
FIRST ALLIED SECURITIES, INC. (OKLAHOMA CITY OK)
OK
05/21/1996 - 05/30/2008
FFP SECURITIES, INC. (OKLAHOMA CITY OK)
IA
Issued 03/12/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/09/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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