Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jo Ansinelli is a financial advisor working with Raymond James Financial Services Advisors, Inc.. Kelly Jo is a registered representative and investment advisor representative in Illinois. Kelly Jo works with individuals, high-net-worth individuals, businesses, corporations, charitable organizations, insurance companies, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities. Kelly Jo provides financial planning, portfolio management, pension consulting, and educational seminars. Kelly Jo also provides consultations for a fixed or hourly fee.
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
IL
04/08/2022 - Present
Raymond James Financial Services Advisors, Inc. (Carbondale IL)
BOTH
Issued 04/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 07/09/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Kelly Ansinelli is the right advisor for you? Invested Better is here to help.
