Kelly Steven Pariso

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Akron, OH
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Akron, OH

Other Businesses

Real Estate Ownership; Commercial; 972 E. Turkeyfoot Lake Rd.Akron, Ohio 44312, ,; Investment-Related; 05/30/2019. Business Ownership; East Liberty Property Management, LLC; 100% Owner responsible for daily operations of office/storage facility; Storage/Office Rental; 972 E Turkeyfoot Lake Rd, , Akron, OH, 44312; Investment-Related; 08/01/2019; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Portage Lakes Polar Bear Club; President; 3843 Bay Path Dr, , Akron, OH, 44319; Not Investment-Related; 01/01/2004; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2002-07-15

Designations

• Certified Financial Planner