Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nelson is a financial professional with over 25 years of experience in the financial services industry. Kelly is currently registered with Cetera Investment Advisers LLC in Montana and Texas. Prior to joining Cetera, Kelly worked at First Financial Equity Corporation and RBC Capital Markets, LLC. Kelly holds the Series 4, 7, 63 and 65 licenses. Kelly provides financial planning, portfolio management, and investment advisory services to individuals, businesses, and charitable organizations.
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.
1
2
MT
06/29/2023 - Present
Cetera Investment Advisers LLC (BILLINGS MT)
MT
06/27/2012 - 04/20/2022
FIRST FINANCIAL EQUITY CORPORATION (BILLINGS MT)
MT
04/05/1999 - 07/05/2012
RBC CAPITAL MARKETS, LLC (BILLINGS MT)
RI
09/28/1995 - 03/16/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 05/04/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/03/1996
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/27/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Nelson is the right advisor for you? Invested Better is here to help.
