Desiree Kelley
CERTIFIED FINANCIAL PLANNER™ and Financial Advisor at Raymond James
- Role
- Certified Financial Plannertm and Financial Advisor at Raymond James
- Location
- New Orleans, LA, US
- LinkedIn followers
- 500 followers
About Desiree Kelley
Desiree Kelley has been working in the financial services industry for the last seventeen…
Experience
Certified Financial Plannertm and Financial Advisor
Jan 2017 — Present
Provides personalized investment and financial planning services.For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section.Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc.Certified Financial Planner Board of Standards Inc. owns the certification marks CFP(R), CERTIFIED FINANCIAL PLANNER (TM) and federally registered CFP (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Education
Louisiana State University
Certificate in Financial Planning
2016
Certification in Long Term Care
Certified in Long Term Care
2018
Louisiana State University
Bachelor's degree, Marketing
1989 — 1993
Skills
- — Roth Ira, Traditional Ira — Simple Ira, Sep Ira, 401(K) — Lump Sum Rollovers
- • Retirement Planning — 403(B), 457(B) and 401(K) Plans
- • Asset Management Services
- • Investments — Mutual Funds — Annuities (Fixed and Variable)
- • Insurance — Life — Long-Term Care
- Social Security Planning
- Education Planning — 529 College Savings Plan — Coverdell Education Savings Acc
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.