Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Roemers is an Investment Advisor Representative at Statheros Financial Solutions, Inc.. Kelly is registered in California and has been in the industry since August 2002. Kelly has a Series 65 license and is qualified to provide financial planning and portfolio management services. Kelly has experience working with individuals, high-net-worth individuals, corporations, and pension and profit-sharing 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.
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.
A percentage of the total value of assets under management is charged.
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CA
11/21/2019 - Present
Statheros Financial Solutions, Inc. (San Jose CA)
IA
Issued 05/10/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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