Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelso? Claim Your ProfileKelso Keith Huffman is a Registered Investment Advisor Representative with The High Net Worth Advisory Group, LLC. Kelso has been working in the financial industry since 1989, and has held previous positions at Raymond James & Associates, Inc., Morgan Stanley, and Morgan Stanley & Co. Incorporated. Kelso holds the following licenses and certifications: Series 3, Series 7, Series 63, Series 65, and SIE. Kelso specializes in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and charitable organizations.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and portfolio review and allocation
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.
Percentage of assets under advisement
1
2
FL
10/06/2021 - Present
THE High NET Worth Advisory Group, LLC (NAPLES FL)
FL
03/15/2013 - 10/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (NAPLES FL)
FL
06/01/2009 - 04/08/2013
MORGAN STANLEY (NAPLES FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (NAPLES FL)
FL
03/21/1989 - 04/02/2007
MORGAN STANLEY DW INC. (NAPLES FL)
IA
Issued 09/25/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/05/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/1991
Series 3 - National Commodity Futures Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
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