Kelli Pearson
Sr Reg Client Service Assoc at Raymond James
Based in Grand Rapids, United States
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Seniority
Other
Department
Other
Location
Grand Rapids
Industry
Financial Services
Company size
19K
Contact information
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k•••••••@raymondjames.com
Phone
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Background
About Kelli Pearson
Kelli joined our team at Raymond James in 2012 and is your point of contact for all service related inquiries. She can assist you with a change of address, cash movement, transfer process, statement and tax report questions, online access and scheduling an appointment. She is committed to addressing and resolving client needs promptly and efficiently. She also holds a series 7 and series 63 license. Kelli has more than 10 years experience in the financial services industry. She has been married to Anthony since 2006 and the couple are the proud parents of daughter, Jenna and son, Mason. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Please follow this link to additional disclosures: http://raymondjames.com/smrja.htm Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC 2060 East Paris Ave Suite 250 Grand Rapids, MI 49546 616-974-3003
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