Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jon Stepp is a financial advisor with over 15 years of experience in the financial services industry. Kelly is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2017. Prior to joining Ameriprise, Kelly was registered with Raymond James Financial Services, Inc. and Edward Jones. Kelly holds Series 7, Series 63, and Series 65 securities licenses. Kelly also holds a SIE license. Kelly is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to FINRA's rules and regulations. Kelly has experience in providing financial planning and investment advice to individuals, businesses, and institutions. Kelly is also experienced in providing asset allocation services.
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.
Asset allocation services
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
OR
03/03/2017 - Present
Ameriprise Financial Services, LLC (CORVALLIS OR)
OR
02/23/2005 - 03/06/2017
RAYMOND JAMES FINANCIAL SERVICES, INC. (CORVALLIS OR)
MO
02/25/2004 - 03/31/2004
EDWARD JONES (ST. LOUIS MO)
IA
Issued 04/19/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/27/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/24/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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