Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Seth? Claim Your ProfileSeth Kelly is a registered Investment Advisor Representative with Core Planning located in Jefferson City, Missouri. Seth Kelly has been in the industry since 1999. Seth Kelly is also an investment officer with the MoDOT & Patrol Employees' Retirement System. Seth Kelly holds the Series 7 and Series 24 securities licenses and is a Chartered Financial Analyst. Core Planning is a Registered Investment Advisor with offices in Jefferson City and St. Louis, Missouri. The firm specializes in Financial Planning and Portfolio Management for individuals and families.
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.
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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MO
04/22/2022 - Present
Core Planning (Jefferson City MO)
TX
09/02/1999 - 06/01/2004
FISERV INVESTOR SERVICES, INC. (HOUSTON TX)
BC
Issued 02/16/2002
Series 24 - General Securities Principal Examination
BC
Issued 09/01/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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