Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Carlson is a financial advisor with over 23 years of experience in the industry. Kelly is registered with Global Retirement Partners LLC, and currently holds licenses in Florida, Georgia, and Texas. Kelly specializes in providing financial planning services, pension consulting, and portfolio management for both businesses and individuals. Previously, Kelly was a financial advisor with Cambridge Investment Research, Inc. and OneAmerica Securities, Inc. Kelly is committed to helping clients achieve their financial goals.
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.
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
FL
02/05/2024 - Present
Global Retirement Partners LLC (Deland FL)
FL
03/02/2011 - 02/09/2024
CAMBRIDGE INVESTMENT RESEARCH, INC. (DELAND FL)
IN
11/14/2006 - 02/28/2011
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
FL
04/16/2004 - 11/01/2006
MML INVESTORS SERVICES, INC. (PALM BEACH GARDENS FL)
CT
02/01/1999 - 03/23/2004
ING FINANCIAL ADVISERS, LLC (WINDSOR CT)
IA
Issued 05/09/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/26/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/07/2011
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2015
Series 7 - General Securities Representative Examination
BC
Issued 01/29/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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