Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Wolf Kennedy is a financial advisor with Raymond James Financial Services Advisors, Inc. Kelly has been in the industry since January 6, 1992 and is registered in Colorado as a Registered Representative and Investment Advisor Representative. Kelly has experience with a range of financial services, including portfolio management for individuals and businesses, financial planning, and pension consulting. Kelly is committed to providing her clients with personalized financial advice and guidance to help them 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.
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
CO
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (COLORADO SPRINGS CO)
FL
06/20/1994 - 01/04/1999
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
CO
06/25/1993 - 06/27/1994
D.E. FREY & COMPANY, INC. (DENVER CO)
NY
01/07/1992 - 06/29/1993
PRIME CHARTER LTD. (NEW YORK NY)
IA
Issued 11/03/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/10/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/30/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/02/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Kelly Kennedy is the right advisor for you? Invested Better is here to help.
