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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 professional with over 30 years of experience in the industry. R Kelly is currently registered with Cetera Investment Advisers LLC and is a Chartered Financial Consultant. R Kelly has experience in providing a wide range of financial services including financial planning, pension consulting, and educational seminars. R Kelly has held previous positions with Walnut Street Securities, Inc., Cetera Advisor Networks LLC, and Cetera Investment Advisers LLC. R Kelly currently holds registrations in Texas and Utah for both Broker-Dealer and Investment Advisor. R Kelly is also registered in 13 other states for Broker-Dealer activities. R Kelly works out of the Sandy, Utah branch office of Cetera Investment Advisers LLC.
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 4/12/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/8/2009
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 9/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/27/2005
Series 7 - General Securities Representative Examination
BC
Issued 4/12/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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