Kelse Puri personal email
- Valid
At Parker Advisors we aim to be a valuable resource for clients by providing sound advice, vision, and creating a personalized plan for every portfolio. While we strive to be comprehensive we also hope to simplify the process of investing, navigating tax liabilities, and successfully addressing every element of the wealth management equation bringing clients financial peace of mind.I am a licensed Financial Advisor and hold Series 99, Series 7 & Series 66 licenses. I am a licensed insurance agent for Life, Variable Life, & Annuity, Accident & Health. I have also completed the accreditation course as a National Social Security Advisor. I am a small town girl and a familiar face in the community. In 2008 I graduated Suma Cum Laude from Boise State University with a degree in Social Sciences and then pursued a career in customer service for over a decade. I genuinely enjoy working with people and strive to develop long term relationships with clients by listening to their financial goals and creating realistic strategies to help them be successful. I am committed to putting the client first and offering support through every step of the financial planning process.I reside just outside of Homedale, Idaho along the beautiful Snake River. I love kayaking and fishing, volunteering in the community, and working on home improvement projects. And most of all, spending time with my family, especially my two children Jason and Kimber.Securities offered through Avantax Investment Services℠, Member FINRA, SIPC Investment advisory services offered through Avantax Advisory Services℠www.finra.org www.sipc.org Please visit www.avantax.com/social_policy/ for more information
Rediscover Websites
-
OwnerRediscover WebsitesWilder, Id, Us
-
Financial AdvisorParker Advisors Sep 2021 - PresentHomedale, Idaho, United States
-
OwnerRediscover Websites Jan 2009 - PresentHomedale, Idaho, United StatesRediscover Websites is a company I started in 2009. I provide visionary projects that push boundaries and help drive your business, product, or self in the digital era. I assist clients with logo design / branding, online marketing strategies, website development and design, website maintenance, and social media integration.
-
Administrative AssistantContinental Investors Services May 2019 - Jul 2021Caldwell, Idaho, United States -
Office ManagerTeton Sales Co., Llc Aug 2008 - May 2019Caldwell, IdTeton Sales Co., LLC is a finishing company which provides millwork and doors to wholesale distributors throughout the US and Canada. Teton provides a variety of finishes including painted and stained components as well as printed and embossed.My tasks as Office Manager include:• coordinating all orders, pricing material, creating order confirmations, coordinating shipping with various trucking companies including LTL shipments, and invoicing• creating all run lists to be used by employees on the floor• tracking all inventory (both material and supplies) • managing all equipment maintenance files and helping promote a safe working environment• managing all storage unit facilities, invoicing etc. (25 units total and 6 warehouses)• website creation and promotion• some sales, trade show coordination, presentation and display• new customer credit applications and checks• receptionist duties – answering phone calls and greeting visitors
-
Substitute TeacherHomedale High School Aug 2000 - May 2002Homedale, IdAs a substitute teacher I assumed all duties of the regular teacher. I followed school guidelines and encouraged productivity in the classroom. I spent my time working with and for the students. -
Receptionist/Marketing/New BusinessUnited Heritage May 1998 - Aug 2000Nampa, Id & Meridian, IdThis was a part time position I held during the summer months of High School. I had several tasks and responsibilities that changed each year. I worked in the mail / records room, new business, and marketing sectors of the departments completing a variety of tasks efficiently and accurately. I also enjoyed meeting and worked well with the other staff and employees.
Kelse Puri Skills
Kelse Puri Education Details
-
Social Sciences -
High School Diploma
Frequently Asked Questions about Kelse Puri
What company does Kelse Puri work for?
Kelse Puri works for Rediscover Websites
What is Kelse Puri's role at the current company?
Kelse Puri's current role is Owner.
What is Kelse Puri's email address?
Kelse Puri's email address is ke****@****ail.com
What schools did Kelse Puri attend?
Kelse Puri attended Boise State University, Homedale High School.
What are some of Kelse Puri's interests?
Kelse Puri has interest in Social Services, Children, Education, Environment, Poverty Alleviation, Animal Welfare.
What skills is Kelse Puri known for?
Kelse Puri has skills like Graphic Design, Web Design, Logo Design, Brochures, Corporate Identity, Graphics, Advertising, Photography, Art Direction, Creative Direction, Illustrator, Posters.
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial