Kelsey Giaimo (CRD# 7391742) is an Investment Advisor Representative working at Edward Jones in Lake Saint Louis, MO and has over 2 years of experience in the finance industry.
CRD# 1018380
Cutter & Company, Inc.
CRD# 6306558
Toberman Becker Wealth, LLC
CRD# 5259774
Moneta Group Investment Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Edward Jones | St Louis, MO | Jun 2021 - Current | 2 |
| Commerce Trust Company | St Louis, MO | May 2019 - Jun 2021 | 2 |
| Bam Advisor Services | Clayton, MO | Mar 2017 - May 2019 | 2 |
| Moneta Group | Clayton, MO | Sep 2015 - Feb 2017 | 1 |
| Keystone Staffing | St Louis, MO | Jun 2015 - Sep 2015 | < 1 |
| Unemployed | St Louis, MO | May 2014 - Jun 2015 | 1 |
| Student | St Louis, MO | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2021 |
- MO
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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