Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Kortman is a financial advisor with Icicle Creek Investments in Leavenworth, WA. Kelly has been in the industry since 2000 and has experience with various firms including U.S. Bancorp Investments, Inc. and J.P. Morgan Securities LLC. Kelly specializes in providing portfolio management for individuals. Kelly is registered with the state of Washington.
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.
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.
A percentage of the total value of assets under management is charged.
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WA
07/13/2018 - Present
Icicle Creek Investments (LEAVENWORTH WA)
WA
11/07/2017 - 01/03/2018
CETERA INVESTMENT SERVICES LLC (BELLEVUE WA)
WA
05/06/2014 - 11/10/2017
U.S. BANCORP INVESTMENTS, INC. (KIRKLAND WA)
WA
10/01/2012 - 04/16/2014
J.P. MORGAN SECURITIES LLC (POULSBO WA)
WA
05/02/2009 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (POULSBO WA)
WA
10/19/2001 - 05/02/2009
WAMU INVESTMENTS, INC. (BAINBRIDGE ISLAND WA)
NY
06/28/2000 - 09/10/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/20/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/26/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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