Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Rotella is a financial advisor registered with Cetera Advisor Networks LLC. Kelly has been in the securities industry for over 1 year and has a Series 7, Series 63 and SIE license. Kelly is registered with the state of Pennsylvania and is currently employed at Cetera Advisor Networks LLC in Doylestown, PA.
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
PA
11/11/2022 - Present
Cetera Advisor Networks LLC (DOYLESTOWN PA)
PA
11/17/2021 - 11/14/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 12/01/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/17/2021
Series 7TO - General Securities Representative Examination
BC
Issued 09/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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