Kelley
Velasquez
Secure Investment Management, LLC
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About this Advisor
Kelley Velasquez is a financial advisor operating in Tucson, Arizona, with 7 years of industry experience. Velasquez works at Secure Investment Management, LLC. Throughout their career, Velasquez has worked at Secure Investment Management and J.D. Mellberg Financial. Velasquez holds a Series 65 license, qualifying them as an investment advisor representative, and is able to advise clients in Arizona. Secure Investment Management, LLC is a registered investment business operating out of Tucson, AZ. It manages $37 million in total assets between its 659 client accounts, making it one of the smaller firms in the nation by assets under management. Secure Investment Management, LLC performs a few services, such as portfolio management for individuals and small businesses and other services. Fees for financial management usually vary depending on the financial services offered. Fee types charged by Secure Investment Management, LLC can include some blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Secure Investment Management, LLC Brokerage Details
$36,717,410
12
659
$55,717
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Other
Kelley Velasquez Work History
Kelley has been registered as a financial advisor for 7 years.*
Secure Investment Management
J.D. Mellberg Financial
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kelley Velasquez to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Tucson, AZ
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