Kelsey Plummer
- Role
- Financial Advisor at Raymond James
- Location
- Raleigh, NC, US
- LinkedIn followers
- 500 followers
About Kelsey Plummer
My passion for making a difference in my clients\' lives is what drew me to the financial…
Experience
Financial Advisor
May 2011 — Present
Pursuit Wealth Strategies is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are 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®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S, which it awards to individuals who successfully complete CFP Board\'s initial and ongoing certification requirements.
Skills
- Financial Planning
- Securities
- Series 7
- Strategic Financial Planning
- Financial Services
- Uniform Combined State Law
- Investments
- Retirement Planning
- Series 66
- Mutual Funds
- Financial Risk
- Estate Planning
- Portfolio Management
- Wealth Management
- Building Relationships
- Finance
- Financial Markets
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