Unclaimed
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, Wisconsin. Kelly has been in the industry since March 1, 1996. Kelly is currently registered with Cetera Investment Advisers LLC, and previously worked with CADARET, GRANT & CO., INC., ASSOCIATED INVESTMENT SERVICES, INC., ESSEX NATIONAL SECURITIES, INC., and INVEST FINANCIAL CORPORATION. Kelly specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals. Kelly is also a financial secretary for Living Word Lutheran Church, where Kelly counts and deposits weekly church offerings.
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 04/11/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/23/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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