Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Ramsey is a financial advisor registered with Ameriprise Financial Services, LLC in Marion, Illinois. Kelly has been a financial advisor since 2001 and has been registered with Ameriprise Financial Services, LLC since 2022. Before joining Ameriprise Financial Services, LLC, Kelly worked at Wells Fargo Advisors Financial Network, LLC and Raymond James Financial Services, Inc. Kelly holds Series 7, Series 63, and SIE licenses and has specialized knowledge in areas including asset allocation, financial planning, pension consulting, educational seminars, market timing services, publication of periodicals, 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.
Asset allocation services
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.
1
2
IL
09/16/2024 - Present
Ameriprise Financial Services, LLC (Harrisburg IL)
IL
02/27/2015 - 01/25/2022
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (HARRISBURG IL)
IL
11/05/2001 - 03/02/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (HARRISBURG IL)
BC
Issued 11/14/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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