Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Dunston is an investment advisor representative with Raskin Global Inc. Kelly has been in the industry since 2002 and has held various roles, including working for Park Avenue Securities LLC. Kelly has a strong background in financial planning and portfolio management, with a focus on providing personalized solutions for individuals and high-net-worth clients.
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.
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.
Referral fees
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2
MD
01/06/2024 - Present
Raskin Global Inc. (PHOENIX MD)
MD
06/14/2002 - 05/04/2021
PARK AVENUE SECURITIES LLC (HUNT VALLEY MD)
IA
Issued 01/15/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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