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@firstallied.com
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Christopher Kelts is listed as Wealth Management ► Credibility, Integrity, and Experience at First Allied Securities,Inc, a company with 324 employees, based in New York, New York, United States. AeroLeads shows a work email signal at firstallied.com and a matched LinkedIn profile for Christopher Kelts.
Christopher Kelts previously worked as Wealth Management Advisor at First Allied Securities,Inc and Wealth Manager at Aig Advisor Group. Christopher Kelts studied at Fairleigh Dickinson University.
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A veteran Financial Adviser with 20 years of experience in retirement planning and risk management, I have handled and managed assets from individual investors to small and mid-sized businesses, as well as large corporations, non-profit organizations and family foundations. By combining experience, a long term track record, and a vast knowledge in insurance, estate and financial planning, I will help you shape the legacy that you have worked hard to create.Spanning over a decade, I was a member of Smith Barney’s 401k advisory group that managed and serviced the firm’s Fortune 100 clients and was a member of firms prestigious Blue Chip Council ★ a mark of excellence within the firm.Additionally I helped place Initial Public offerings from the firms flagship office in the hands of investors.Securities licensed in 19 states, Also Series 7,63,65 and Insurance licensed. "Securities offered through First Allied Securities, Inc. A Registered Broker Dealer, Member FINRA/SIPC. Advisory services offered through First Allied Advisory Services Inc., a registered investment adviser.”"All third party posts are the responsibility of their respective authors. These opinions and information are subject to change at any time without notice or obligation of notification. The information is intended for informational purposes only and is not intended to provide tax, legal, or investment advice.”www.finra.orgwww.sipc.org
Listed skills include Retirement Planning, Wealth Management, Asset Allocation, Investments, and 25 others.
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New York City, New York
I provide holistic wealth management advice for a wide range of clients from small business entrepreneurs to physicians and corporate executives. I am here to help you shape the legacy that you have worked hard to create. I believe that by listening to each client’s needs, paying close attention to detail, managing expectations, and managing risks are.
Greater New York City Area
Wealth Management Advisor for High Net Worth client base.
New York City
As Vice President, I specialized in retirement planning and risk management. I was a member of Smith Barney's 401k advisory group that handled and serviced the firm’s Fortune 100 clients and was a member of the prestigious Blue Chip Council, an award and mark of excellence within the company. Graduated top quintile in firms nationwide Financial Advisor.
New York City
Effectively managed marketing and advertising efforts for top producer within the firm's flagship office.Earned securities license for series7.63,65.
Other employees you can reach at firstallied.com. View company contacts for 324 employees →
Tom Samuelson
Colleague at First Allied Securities,Inc
Castle Rock, Colorado, United States, United States
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WD
William D. Ward
Colleague at First Allied Securities,Inc
New York City Metropolitan Area, United States
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JS
Jeff Snyder
Colleague at First Allied Securities,Inc
Glastonbury, Connecticut, United States, United States
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EK
Elizabeta Kays
Colleague at First Allied Securities,Inc
San Diego, California, United States, United States
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JS
Jimmy Smith
Colleague at First Allied Securities,Inc
Dallas-Fort Worth Metroplex, United States
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JR
Jonathan Rachlin
Colleague at First Allied Securities,Inc
Elmsford, New York, United States, United States
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SS
Sally Shsw
Colleague at First Allied Securities,Inc
West Midlands, England, United Kingdom, United Kingdom
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CB
Christopher Butrym
Colleague at First Allied Securities,Inc
Sutton, Massachusetts, United States, United States
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DK
Doris Kaucher
Colleague at First Allied Securities,Inc
Dublin, Pennsylvania, United States, United States
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GR
Gail Roll
Colleague at First Allied Securities,Inc
San Diego, California, United States, United States
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Activities and Societies: Economics DepartmentEconomics
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Christopher Kelts works for First Allied Securities,Inc.
Christopher Kelts is listed as Wealth Management ► Credibility, Integrity, and Experience at First Allied Securities,Inc.
AeroLeads has found 2 work email signals at @firstallied.com for Christopher Kelts at First Allied Securities,Inc.
Christopher Kelts is based in New York, New York, United States while working with First Allied Securities,Inc.
Christopher Kelts has worked for First Allied Securities,Inc, Aig Advisor Group, Smith Barney/ Citigroup, and Paine Webber Jackson.
Christopher Kelts's colleagues at First Allied Securities,Inc include Tom Samuelson, William D. Ward, Jeff Snyder, Elizabeta Kays, and Jimmy Smith.
You can use AeroLeads to view verified contact signals for Christopher Kelts at First Allied Securities,Inc, including work email, phone, and LinkedIn data when available.
Christopher Kelts studied at Fairleigh Dickinson University.
Christopher Kelts is listed with skills including Retirement Planning, Wealth Management, Asset Allocation, Investments, Financial Advisory, Strategic Financial Planning, Portfolio Management, and Securities.
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