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 Bartko is an investment advisor representative with Raymond James Financial Services Advisors, Inc. located in Dublin, Ohio. Kelly has been in the industry since August 2000. Kelly is licensed in several states, including Arizona, Arkansas, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Kansas, Maine, Maryland, Massachusetts, Michigan, Missouri, New Mexico, New York, North Carolina, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington, West Virginia, and Wyoming. Kelly holds the following FINRA licenses: Series 7, Series 9, Series 10, Series 63, and Series 65. In addition to her role at Raymond James, Kelly is the owner of ROBINSON, PIAZZA, & JONES LLC, an investment-related business.
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
OH
05/26/2023 - Present
Raymond James Financial Services Advisors, Inc. (Dublin OH)
FL
08/02/2000 - 01/10/2005
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IA
Issued 05/18/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/12/2022
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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