Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Culjat is a financial advisor with D.a. Davidson & Co. with over 6 years of experience in the industry. Kelsey is a registered representative in Nebraska and Texas and has a Series 4, Series 7, Series 24, and Series 63 license. Kelsey has a strong background in providing financial planning and portfolio management services to individuals, businesses, and charitable organizations. Kelsey also has experience providing pension consulting and educational seminars.
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.
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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NE
11/21/2024 - Present
D.a. Davidson & Co. (OMAHA NE)
NE
11/18/2022 - 07/23/2024
CHARLES SCHWAB & CO., INC. (Omaha NE)
NE
12/03/2019 - 12/31/2023
TD AMERITRADE CLEARING, INC. (OMAHA NE)
NE
04/19/2018 - 12/31/2023
TD AMERITRADE, INC. (OMAHA NE)
BC
Issued 04/30/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2023
Series 4 - Registered Options Principal Examination
BC
Issued 07/02/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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