Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Lisa Holtman is an Investment Advisor Representative who has been in the financial services industry since 2007. Kelly is currently registered with B.o.s.s. Retirement Advisors, LLC in Utah. Kelly has previously worked with several financial institutions, including LPL Financial, Triad Advisors, Wells Fargo Advisors, and Raymond James Financial Services. Kelly is a Series 65, 66, and 24 licensed individual, as well as a Series 7 and SIE licensed individual. Kelly specializes in providing financial planning services to individuals and high-net-worth individuals.
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.
Helps you choose top advisors aligned with your 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.
Set rates for specific services, regardless of time or assets managed.
Referral fees
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2
UT
02/27/2024 - Present
B.o.s.s. Retirement Advisors, LLC (LEHI UT)
UT
07/29/2020 - 02/21/2024
RAYMOND JAMES FINANCIAL SERVICES, INC. (SALT LAKE CITY UT)
UT
01/06/2020 - 07/30/2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (SALT LAKE CITY UT)
UT
12/01/2017 - 05/10/2019
TRIAD ADVISORS LLC (Midvale UT)
UT
03/09/2011 - 12/08/2017
LPL FINANCIAL LLC (MIDVALE UT)
IL
05/11/2010 - 03/02/2011
HIGHTOWER SECURITIES, LLC (CHICAGO IL)
UT
05/13/2009 - 05/14/2010
E*TRADE SECURITIES LLC (SANDY UT)
UT
06/05/2007 - 01/22/2009
OMNI BROKERAGE, INC. (SANDY UT)
IA
Issued 03/30/2018
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 08/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/04/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/04/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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