Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you R? Claim Your ProfileR Kelly Harris is a financial advisor with over 30 years of experience in the industry. R Kelly Harris is registered with Cetera Investment Advisers LLC and holds a Series 6, 7, 24, 51, and 63 license. R Kelly Harris has held positions with Walnut Street Securities, Inc. and Cetera Advisor Networks LLC. R Kelly Harris is currently registered in 15 states.
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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UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SANDY UT)
UT
04/13/1993 - 09/03/2013
WALNUT STREET SECURITIES, INC. (SALT LAKE CITY UT)
BC
Issued 04/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/08/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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