Christopher Kelts

Background

About Christopher Kelts

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.”