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Kelly Lavieri Palmer
Kelly Elizabeth Lavieri
CRD#: 7147243
IA
Investment Adviser
NECTARINECRD#: 327155 Chicago, IL
Registration History
Oct2023AprJulOct2024AprJulOct2025AprJulOct2026IANECTARINE (CRD# 327155)2024 - Present (<1 year)IATHE WEALTHY PARENT (CRD# 326157)2023 - Present (1 year)
License(s)

State Registrations

IA
California 2/12/2024

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Texas 4/9/2024

IA
Illinois 8/8/2023

IA
Texas 1/8/2025

Current Registration(s)
IA
NECTARINE (CRD#:327155)
Chicago, IL
Registered with this firm since 4/9/2024

IA
THE WEALTHY PARENT (CRD#:326157)
CHICAGO, IL
Registered with this firm since 8/8/2023

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Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.