Financial Advisor Keli Hazel

Keli Hazel

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Independent Financial Advisor

About Keli



My Profile

Keli Hazel is a Financial Organizer and Planner with an entrepreneurial background and a real passion for helping people become financially educated and stable. She is a licensed Registered Representative and CPA. As a CPA, Keli brings a tax efficient approach to her client’s financial circumstances. As a small business owner and inventor, Keli recognizes the value of looking outside the box to obtain financial freedom. Her philosophy focuses on providing people with smart choices for a secure future. Keli brings an eclectic skill set to the table. Her entrepreneurial spirit is enhanced by decades of accounting experience.

My History

After graduating from Florida State University with a BS in Accounting, Keli went to work for Arthur Andersen right out of college. She then moved to McDonalds Corporation to take a job in the Regional Accounting Center in Clearwater, Florida as a financial analyst. While in Florida she moved up the ranks rather quickly to Regional Accounting Supervisor. As a result of her professional knowledge, attention to detail and managerial skills, Keli was promoted to Assistant Controller at the Atlanta Regional office. While employed at one of the country’s biggest franchise operations, she learned a great deal about accounting practices that work. This background enabled Keli to launch her very own company called Keli’s Kreations in 2008. .
From C.P.A. to entrepreneur to financial planner, Keli Hazel has never looked back. She continually expands her knowledge and wants to help others find similar success in their endeavors. What attracted her to Money Concepts was being able to have the opportunity to serve her clients with a broad range of financial products that are nonproprietary. She joined Money Concepts in 2011.

Education

Keli graduated from Florida State University in August 1988 with a Bachelor of Science degree in Accounting. In 1995 Keli obtained her CERTIFIED PUBLIC ACCOUNTING (CPA) designation. In 2007 she became insurance licensed and in 2011 she passed the FINRA Series 7 & Series 66 examinations.

Achievements

Licenses Held

Keli holds the following licenses:

  • Series 7 - Full Registration/General Securities Representative
  • Series 66 - Uniform Securities Agent State Law Examination
  • Insurance Licensed: Life & Variable Annuities licensed in the states of FL and GA.
  • CPA

Interests and Activities

Keli resides in McDonough, Georgia with her 3 boys.

She is a passionate supporter of the Haven House, a non-profit organization that helps women get back on their feet. She is an active member of Ladies Who Launch and WIN (Women Intelligently Networking). She also is very involved in their church. She facilitates a Life Group and conducts financial education seminars. Keli enjoys spending time with her boys, family and friends. She also enjoys sports and reading. Helping others is her passion!


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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

Keli Hazel is an independent contractor of Money Concepts
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