Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-02-14
OH RA APPROVED 2003-07-15
  • TX RA
    APPROVED
    Since 2023-02-14
  • OH RA
    APPROVED
    Since 2003-07-15

Branch Locations

4383 Executive Cir Nw, Canton, OH 44718 • United States

Canton, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Canton OH 06/2000 03/2020
Ameriprise Financial Services, Llc Canton OH 03/2020 Present
Other Businesses

Business Ownership; Zaleski and Associates Inc; I am paid as a 1099 contractor. This is an S-corp to run the business from; I am a 1099 self employed contractor and I opened an S-corp to pay myself out of; 4383 Executive Cir NW, , Canton, OH, 44718; Investment-Related; 01/06/2023; 60 hours per month; 60 during trading hours. Outside Employment; Zaleski and Associates Inc; Owner - S-corp to run the business from; ; 4383 Executive Circle NW, , Canton, OH, 44718; Investment-Related; 01/06/2023; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-03
S63 Uniform Securities Agent State Law Examination 2020-09-14
  • S65 Uniform Investment Adviser Law Examination
    2022-06-03
  • S63 Uniform Securities Agent State Law Examination
    2020-09-14
Other Names
  • Kelli Sue Phillips
  • Kelli S Zaleski

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Canton, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor