Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelse? Claim Your ProfileKelse Shilene Puri is a financial advisor associated with Avantax Advisory Services, based in Dallas, Texas. Kelse is registered with the state of Idaho and is licensed to offer insurance products through Avantax Insurance Services. Kelse specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Kelse has over 5 years of experience in the financial services industry. Kelse 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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
ID
09/02/2021 - Present
Avantax Advisory Services (Homedale ID)
ID
10/13/2020 - 08/11/2021
CONTINENTAL INVESTORS SERVICES, INC. (CALDWELL ID)
BOTH
Issued 07/30/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/05/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/13/2020
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2020
Series 99TO - Operations Professional Examination
Active
Inactive
F
FINRA
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