Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Renae Pirozzi is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 25 years of experience in the financial services industry. Kelly has extensive experience working with individual investors, corporations, and institutions. She has a variety of designations and holds FINRA Series 3, 7, 9, 10, 24, 63 and 65 licenses. Kelly has worked with UBS Financial Services Inc., Legg Mason Wood Walker, Incorporated, Paine Webber Incorporated, and VTR Capital, Inc. Kelly is committed to providing her clients with personalized financial advice and guidance.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
FL
06/01/2012 - Present
Raymond James Financial Services Advisors, Inc. (JUPITER FL)
FL
05/17/2001 - 05/02/2012
UBS FINANCIAL SERVICES INC. (PALM BEACH GARDENS FL)
MD
05/10/1999 - 06/05/2001
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NJ
09/29/1997 - 06/03/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NY
02/18/1997 - 06/18/1997
VTR CAPITAL, INC. (NEW YORK NY)
IA
Issued 09/30/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/17/2002
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 06/17/2002
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2003
Series 3 - National Commodity Futures Examination
BC
Issued 02/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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