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Kelly K
Series 63, Series 65
Saint Johns, FL
Legacy Financial Services Group, Inc.
Kelly Kazmierski is a financial advisor with Legacy Financial Services Group, Inc. in Saint Johns, Florida, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with Legacy Financial Services Group, LLC since 2004. In addition to her advisory role, she is involved as an independent insurance agent selling fixed annuities, long-term care, and life insurance products. Legacy Financial Services Group is a fee-based investment adviser serving individuals, high-net-worth clients, trusts, and other entities. The firm employs a strategic asset allocation approach with global diversification, using mutual funds, ETFs, and direct-indexing strategies, while providing personalized financial planning and discretionary portfolio management.
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