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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Rae Pekoske is a financial advisor in Wauwatosa, WI. Kelly Rae has been working in the financial industry since March 1996 and is currently registered with Cetera Investment Advisers LLC. Kelly Rae is a Series 7, Series 24, and Series 63 licensed advisor. Kelly Rae has also passed the SIE exam and the Uniform Investment Adviser Law Examination. Kelly Rae has worked for several other firms in the past including CADARET, GRANT & CO., INC. and ASSOCIATED INVESTMENT SERVICES, INC. Kelly Rae specializes in financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and 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.
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.
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
WI
01/21/2014 - Present
Cetera Investment Advisers LLC (WAUWATOSA WI)
WI
06/04/2002 - 12/31/2005
CADARET, GRANT & CO., INC. (GREENFIELD WI)
WI
12/15/1997 - 06/08/1999
ASSOCIATED INVESTMENT SERVICES, INC. (GREEN BAY WI)
CA
02/18/1994 - 12/15/1997
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
WI
01/27/1993 - 01/18/1994
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 4/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 6/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/3/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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