Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelsey? Claim Your ProfileKelsey Whitmire Ridge is a financial advisor who is registered with Raymond James Financial Services Advisors, Inc. Kelsey is a licensed financial advisor with over 10 years of experience in the financial services industry. Kelsey is registered with the state of Tennessee and is a Series 7 and Series 66 licensed professional. Prior to joining Raymond James Financial Services Advisors, Inc. Kelsey was employed by FIRST HORIZON ADVISORS, INC. Kelsey has experience working with individuals, high net worth individuals, insurance companies, charitable organizations, pension and profit sharing plans, corporations or other businesses and state or municipal government entities. Kelsey has worked in the Cleveland and Chattanooga areas. Kelsey is committed to providing her clients with personalized financial advice and services that meet their unique needs.
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
TN
08/11/2022 - Present
Raymond James Financial Services Advisors, Inc. (Chattanooga TN)
TN
12/12/2019 - 08/11/2022
FIRST HORIZON ADVISORS, INC. (CHATTANOOGA TN)
BOTH
Issued 01/23/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2019
Series 7TO - General Securities Representative Examination
BC
Issued 09/19/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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