Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Jordan Palmer is a financial advisor registered with Mercer Global Advisors Inc. Kelly Jordan Palmer has over 25 years of experience in the financial services industry and has been with Mercer Global Advisors Inc. since 2008. Kelly Jordan Palmer has a broad range of experience in financial planning, investment management, and retirement planning. Kelly Jordan Palmer is also a Certified Financial Planner and a Chartered Financial Consultant. Kelly Jordan Palmer is dedicated to providing her clients with personalized financial advice and helping them reach their financial goals. Kelly Jordan Palmer works with a variety of clients, including individuals, families, businesses, and retirement plans.
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.
Trust services, estate planning, tax return preparation, consultation
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.
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2
CO
02/07/2018 - Present
Mercer Global Advisors Inc. (DENVER CO)
CA
07/07/1999 - 10/30/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
05/09/1997 - 09/11/1997
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
IA
Issued 02/06/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/06/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/27/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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