Kelly L. Palmer
Professional summary
Kelly Lavieri Palmer, who also goes by Kelly Elizabeth Lavieri, is a registered financial advisor currently at THE WEALTHY PARENT located in Chicago, Illinois and NECTARINE located in Chicago, Illinois.
Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Kelly has worked at 2 firms .
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Kelly Lavieri Palmer's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 8, 2023 - Present
THE WEALTHY PARENT
Office #1: 448 N La Salle Dr Office 10-104, Chicago, IL 60654April 9, 2024 - Present
NECTARINE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/12/2024)
(8/8/2023)
(4/9/2024)
(1/8/2025)
Exams
Current Firm
THE WEALTHY PARENT
CRD#: 326157 / SEC#:
Contact information
Red Flags
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