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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Peter? Claim Your ProfilePeter Kelly is a financial advisor with over 29 years of experience. Peter is currently registered with Raymond James Financial Services Advisors, Inc. in Florida and Texas. Peter has held previous roles with Ameriprise Advisor Services, Inc. in Florida. Peter also has experience in the financial services industry.
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
FL
08/13/2020 - Present
Raymond James Financial Services Advisors, Inc. (CAPE CORAL FL)
FL
01/26/1994 - 06/02/2009
AMERIPRISE ADVISOR SERVICES, INC. (FORT MYERS FL)
IA
Issued 10/19/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/06/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 12/27/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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